$95.5M Total AUM
$60.4M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
35 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-15-1990
- Office Locations
- 2
Office Locations
1107 Kenilworth Drive Suite 206 Towson MD
600 Baltimore Avenue Adams Bldg, Suite 306 Towson MD
About Base Management CO
BASE Management Co is a Towson, MD investment advisory firm serving both retail and institutional clients. Investment approach centers on ETF implementation alongside mutual funds, with exposure to fixed income, hedge funds and socially responsible strategies; insurance is also part of the offering. Custody reported with Fidelity/NFS.
Team overview
-- AVG AGE
$95.5M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
28.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
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Asset Classes
North catalyst Timber
Investment Themes
Vector
Investment Vehicles
Vital timber
Services
Summit
Owner & Executives
F
FRANCIS MIDLAND HOGLE III
Chief Compliance Officer, DIRECTOR, President
- CRD
- #248151
- Ownership
- 50% but less than 75%
(345) 405-5349
prime.fusion@valuecapital.com
in linkedin.com/in/oak-north
C
CAROLYN MCGUIRE FRENKIL
President
- CRD
- --
- Ownership
- 25% but less than 50%
(482) 640-1903
atlas.bridge@deltacapital.com
in linkedin.com/in/prime-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,416,010 | $1,946,080 |
| Non-Discretionary | $35,074,240 | $2,084,844 |
| Total | $95,490,250 | $1,991,178 |
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Separately Managed Accounts
Total SMA Asset: $95,490,250
Equity - Exchange:
22.3% Cash:
17.9% Other:
21.0% U.S. Government/Agency:
38.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,466,705,697 | 22.3% |
| Cash | $1,177,310,851 | 17.9% |
| Other | $1,381,202,674 | 21.0% |
| U.S. Government/Agency | $2,551,936,368 | 38.8% |
| Total | $6,577,155,590 | 100.0% |