Bason Asset Management LLC
● SEC registered since 2016CRD 165450SEC# 801-107297Lakewood, CO
Reg. AUM
$848.8M
Employees
2
Accounts
840
Location
Lakewood, CO
Bason Asset Management LLC assets under management
Bason Asset Management LLC operates as an SEC-registered investment adviser based in Lakewood, CO. The firm has been registered since 2016. It reports $848.8 million in regulatory assets under management and employs 2 people.
Bason Asset Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Daniel Osborne Control | Managing Member/Cco | Over 75% | 2012 |
Frequently asked questions
How much does Bason Asset Management LLC manage?
Bason Asset Management LLC reports $848.8 million in regulatory assets under management on its Form ADV.
How many employees does Bason Asset Management LLC have?
Bason Asset Management LLC reports 2 employees.
Where is Bason Asset Management LLC located?
Bason Asset Management LLC is based in Lakewood, CO and has been SEC-registered since 2016.
Does Bason Asset Management LLC disclose fund performance?
Bason Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 355 S. Teller St., Suite 200, Lakewood, CO 80226 |
| Phone | 720-446-8555 |
| Office hours | 8-4 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$848.8M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$848.8Mregulatory AUM
Discretionary $845.9MNon-discretionary $2.9M