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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- MomentumAlpha
- Established Date
- 01-01-2004
- Office Locations
- 4
Office Locations
About Basso Capital Management, L.p.
Basso Capital Management, L.P. is a Stamford, CT–based investment advisor serving retail and institutional clients, including entrepreneurs, with portfolio construction and risk management plus financial planning. The firm’s allocations span ETFs, fixed income, and alternative exposures such as private credit, private equity, real estate, and digital assets. Operates from offices in Fort Lauderdale, San Francisco, and London, with partners in Zurich and Singapore (Basso Global Partners AG).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
DWIGHT CARLTON NELSON
FOUNDING MANAGING PARTNER, Partner
- CRD
- --
- Ownership
- 75% or more
STEPHEN MITCHELL BOWLEY
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Quantum foundation
Glacier pathway
- CRD
- #92931
- Ownership
- 44.3%
Showing 2 of 3 owners & executives
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Charlie B
Director
- CRD
- --
STEPHEN MITCHELL BOWLEY
Chief Financial Officer
- CRD
- --
Quantum capital
Unison beacon matrix
- CRD
- #67188
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $960,086,914 | $8,649,432 |
| Non-Discretionary | $1,598,000,000 | $399,500,000 |
| Total | $2,558,086,914 | $22,244,234 |
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Separately Managed Accounts
Total SMA Asset: $2,557,557,914
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $829,940,923 | 13.3% |
| Corporate - Investment Grade | $411,850,383 | 6.6% |
| Private Funds | $505,452,743 | 8.1% |
| Cash | $1,291,712,565 | 20.7% |
| Corporate - Non-Investment Grade | $355,688,967 | 5.7% |
| Other | $411,850,383 | 6.6% |
| Municipal Bonds | $1,042,106,272 | 16.7% |
| Other | $1,391,555,083 | 22.3% |
| Total | $6,240,157,319 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER WAVE | EAGLE INSIGHT | CHEU262IZ | MPIE | 9.57% | $4,962,979 |
| MOMENTUM PATHWAY VECTOR | SUMMIT EMBER | EYHKOX45T | SRN | 11.49% | $21,207,318 |
| SIGNAL GLACIER VECTOR | SUMMIT EAGLE | XJJY94423 | ZTG | 10.74% | $75,043,192 |
| VERTEX BRIDGE | WAVE MOMENTUM | HXJF50NQ2 | WJNQG | 10.70% | $97,508,687 |
| RADIAL BRIDGE | CREST VERTEX | O1JSHIAFQ | WOA | 4.57% | $86,804,934 |
| RADIAL VITAL | VALUE CAPITAL | 8UXDO9V39 | UYH | 12.10% | $92,256,163 |
| BRIDGE OPTIMA FRONTIER | CATALYST BEACON | MSTTUQGRC | VCE | 0.63% | $104,970,763 |
| RIDGE ELEMENT VITAL | INSIGHT QUANTUM | 9CXW8E8KU | ZDO | 11.73% | $34,166,273 |