BASON ASSET MANAGEMENT LLC
BASON ASSET MANAGEMENT LLC of LAKEWOOD, CO is an SEC-registered investment adviser (CRD 165450). Regulatory assets under management: $848.8M.
Registration
- CRD: 165450
- SEC file number: 801-107297
- Type: Registered investment adviser
- Location: 355 S. TELLER ST., SUITE 200, LAKEWOOD, CO, 80226
- Phone: 720-446-8555
- Latest filing: 2026-02-20
- Regulatory AUM: $848.8M
- Discretionary AUM: $845.9M
- Non-discretionary AUM: $2.9M
- Clients: 2
- Accounts: 840
Business model
Compensation: Fixed.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| James Daniel Osborne | MANAGING MEMBER/CCO | — |
| OSBORNE JAMES DANIEL | CEO/CCO; MANAGING MEMBER/CCO | — |
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