BASON ASSET MANAGEMENT LLC
Legal name: BASON ASSET MANAGEMENT
CRD #165450 SEC #801-107297 LAKEWOOD, CO 720-446-8555
SEC Registered
Total AUM
$700.6M
Discretionary
$698M
Employees
2
Clients
101
Accounts
780
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $700.6M | $698M | $2.6M | 2 | 0 |
| Feb 2025 | $700.6M | $698M | $2.6M | 2 | 0 |
| Nov 2024 | $618.2M | $616.3M | $1.8M | 2 | 0 |
| Jan 2024 | $618.2M | $616.3M | $1.8M | 2 | 0 |
| Sep 2023 | $573.9M | $568.1M | $5.8M | 2 | 0 |
| Feb 2023 | $573.9M | $568.1M | $5.8M | 2 | 0 |
| Feb 2022 | $590.4M | $584.1M | $6.3M | 2 | 1 |
| Nov 2021 | $439.6M | $432.7M | $6.9M | 2 | 0 |
| May 2021 | $439.6M | $432.7M | $6.9M | 2 | 0 |
| Jan 2021 | $439.6M | $432.7M | $6.9M | 2 | 0 |
| Oct 2020 | $332.7M | $326.5M | $6.2M | 2 | 0 |
| May 2020 | $332.7M | $326.5M | $6.2M | 2 | 0 |
| Feb 2020 | $332.7M | $326.5M | $6.2M | 2 | 0 |
| Nov 2019 | $238.3M | $233.2M | $5.1M | 2 | 0 |
| Aug 2019 | $238.3M | $233.2M | $5.1M | 2 | 0 |
| May 2019 | $238.3M | $233.2M | $5.1M | 2 | 0 |
| Feb 2019 | $238.3M | $233.2M | $5.1M | 2 | 0 |
| Dec 2018 | $207.9M | $204.5M | $3.4M | 1 | 0 |
| Feb 2018 | $207.9M | $204.5M | $3.4M | 1 | 0 |
| Jan 2018 | $159.3M | $155.9M | $3.4M | 1 | 0 |
| Apr 2017 | $159.3M | $155.9M | $3.4M | 1 | 26 |
| Apr 2017 | $159.3M | $155.9M | $3.4M | 1 | 26 |
| Feb 2017 | $159.3M | $155.9M | $3.4M | 1 | 26 |
| Sep 2016 | $108M | $105.4M | $2.6M | 1 | 26 |
| Mar 2016 | $108M | $105.4M | $2.6M | 1 | 26 |
| Feb 2016 | $108M | $105.4M | $2.6M | 1 | 26 |
DateSep 2025
Total AUM$700.6M
Discretionary$698M
Non-Disc.$2.6M
Employees2
Clients0
DateFeb 2025
Total AUM$700.6M
Discretionary$698M
Non-Disc.$2.6M
Employees2
Clients0
DateNov 2024
Total AUM$618.2M
Discretionary$616.3M
Non-Disc.$1.8M
Employees2
Clients0
DateJan 2024
Total AUM$618.2M
Discretionary$616.3M
Non-Disc.$1.8M
Employees2
Clients0
DateSep 2023
Total AUM$573.9M
Discretionary$568.1M
Non-Disc.$5.8M
Employees2
Clients0
DateFeb 2023
Total AUM$573.9M
Discretionary$568.1M
Non-Disc.$5.8M
Employees2
Clients0
DateFeb 2022
Total AUM$590.4M
Discretionary$584.1M
Non-Disc.$6.3M
Employees2
Clients1
DateNov 2021
Total AUM$439.6M
Discretionary$432.7M
Non-Disc.$6.9M
Employees2
Clients0
DateMay 2021
Total AUM$439.6M
Discretionary$432.7M
Non-Disc.$6.9M
Employees2
Clients0
DateJan 2021
Total AUM$439.6M
Discretionary$432.7M
Non-Disc.$6.9M
Employees2
Clients0
DateOct 2020
Total AUM$332.7M
Discretionary$326.5M
Non-Disc.$6.2M
Employees2
Clients0
DateMay 2020
Total AUM$332.7M
Discretionary$326.5M
Non-Disc.$6.2M
Employees2
Clients0
DateFeb 2020
Total AUM$332.7M
Discretionary$326.5M
Non-Disc.$6.2M
Employees2
Clients0
DateNov 2019
Total AUM$238.3M
Discretionary$233.2M
Non-Disc.$5.1M
Employees2
Clients0
DateAug 2019
Total AUM$238.3M
Discretionary$233.2M
Non-Disc.$5.1M
Employees2
Clients0
DateMay 2019
Total AUM$238.3M
Discretionary$233.2M
Non-Disc.$5.1M
Employees2
Clients0
DateFeb 2019
Total AUM$238.3M
Discretionary$233.2M
Non-Disc.$5.1M
Employees2
Clients0
DateDec 2018
Total AUM$207.9M
Discretionary$204.5M
Non-Disc.$3.4M
Employees1
Clients0
DateFeb 2018
Total AUM$207.9M
Discretionary$204.5M
Non-Disc.$3.4M
Employees1
Clients0
DateJan 2018
Total AUM$159.3M
Discretionary$155.9M
Non-Disc.$3.4M
Employees1
Clients0
DateApr 2017
Total AUM$159.3M
Discretionary$155.9M
Non-Disc.$3.4M
Employees1
Clients26
DateApr 2017
Total AUM$159.3M
Discretionary$155.9M
Non-Disc.$3.4M
Employees1
Clients26
DateFeb 2017
Total AUM$159.3M
Discretionary$155.9M
Non-Disc.$3.4M
Employees1
Clients26
DateSep 2016
Total AUM$108M
Discretionary$105.4M
Non-Disc.$2.6M
Employees1
Clients26
DateMar 2016
Total AUM$108M
Discretionary$105.4M
Non-Disc.$2.6M
Employees1
Clients26
DateFeb 2016
Total AUM$108M
Discretionary$105.4M
Non-Disc.$2.6M
Employees1
Clients26