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Multi-Family OfficeRIA · CRD 321991SEC-Registered

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Base Wealth Management

Base Wealth Management is an SEC-registered investment adviser in LAKEWOOD RANCH, FL, registered since 2022. The firm manages approximately $326 million in...

Overview

Base Wealth Management is an SEC-registered investment adviser in LAKEWOOD RANCH, FL, registered since 2022. The firm manages approximately $326 million in assets. It has 15 employees and 9 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2022

Location

Region

North America

Country

United States

City

Lakewood Ranch

Corporate office

Lakewood Ranch, FL, United States

Sector focus

Real EstatePrivate CreditHedge FundsSecondaries & Special Situations

Frequently asked questions

How does Base Wealth Management source investment opportunities?

Base sources predominantly through the personal and professional networks of its principals — relationships cultivated over decades in Southeastern US operating businesses and real estate. This is not an institutional platform bidding on broadly marketed deals; it accesses opportunities through regional bank partners, commercial real estate brokers, and direct referrals from the families it serves. The firm's structural preference is to operate inside a proprietary deal-flow network, which limits the volume of opportunities but aims to produce higher information quality per investment.

Does Base participate in fund commitments or only direct deals?

Base uses a hybrid model. On the private credit side, the firm executes direct loans and mezzanine participations alongside regional bank relationships. On the private equity side, it commits to small and mid-market buyout funds as a limited partner, occasionally supplementing with direct co-investment when a fund relationship deepens. Real estate is almost entirely direct — income-producing property acquisitions in Sun Belt markets where the principals have operating familiarity.

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