Basicvalue Asset Management Inc. (New York)


Basicvalue Asset Management Inc. is an internet adviser based in New York. It manages $7.65 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001.

Basicvalue Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Basicvalue Asset Management: assets under management

The assets under management (AUM) of Basicvalue Asset Management Inc. is $7.65 million. The firm's AUM has gone down by -85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6 million in discretionary accounts and $1.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.65 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Basicvalue Asset Management Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Basicvalue Asset Management Inc. performs its advisory services is located at 101 East 52 Nd Street 21 St Floor, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-319-2202 or by fax 212-935-4404. The normal business hours are 8:30am-5:30pm on Monday - Friday.