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Basalt Wealth Inc.
Basalt Wealth Inc. is an El Segundo-based RIA led by President & CIO John P. Jones, managing assets through hedge funds, private credit, and real estate.
Basalt Wealth Inc.
BASALT WEALTH INC. is an SEC-registered investment adviser with $500,000 in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
El Segundo
Corporate office
El Segundo, CA, United States
Principals
John P. Jones
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Basalt Wealth Inc.?
John P. Jones serves as President and Chief Investment Officer, making final investment decisions for the firm's multi-asset portfolios (per SEC filing, 2018).
How is Basalt Wealth Inc. structured as a firm?
Basalt Wealth operates as a registered investment advisor (RIA) with the SEC, rather than as a single family office. This allows it to manage capital for multiple unrelated clients under a formal regulatory framework.
Does Basalt Wealth Inc. disclose its AUM or client base?
No. The firm does not publicly report its assets under management or client composition. Its public disclosure is limited to SEC-required filings, which do not detail AUM figures.
What investment types does Basalt Wealth Inc. typically use?
The firm's disclosed strategy includes hedge funds, private credit, and real estate investments. Its SEC registration indicates a focus on alternative asset classes rather than traditional public equities or bonds.
Where does the underlying wealth managed by Basalt Wealth come from?
The origin of the wealth the firm manages is not publicly disclosed. Basalt Wealth serves high-net-worth families and institutions, but no specific family or fortune is named in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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