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Multi-Family OfficeRIA · CRD 170825

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Bassett Financial Advisors

BASSETT FINANCIAL ADVISORS is a state-registered investment adviser in FORT WAYNE, IN. The firm manages approximately $52 million in regulatory assets.

Overview

BASSETT FINANCIAL ADVISORS is a state-registered investment adviser in FORT WAYNE, IN. The firm manages approximately $52 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

What investment stages does Bassett Financial Advisors typically target?

No public information specifies the investment stages—such as venture capital, growth equity, buyout, or distressed—that Bassett Financial Advisors targets. The firm's investment focus is not disclosed in any available source, making any characterization speculative.

Which sectors does Bassett Financial Advisors explicitly avoid?

The firm has not publicly stated any sector exclusions. Without a disclosed investment mandate, it is unknown whether it avoids certain industries like tobacco, firearms, or fossil fuels. Sector restrictions, if any, remain private.

What is Bassett Financial Advisors' known posture on co-investments alongside external GPs?

The firm's posture on co-investments is undocumented. No public records indicate participation in co-investment transactions with external general partners. The firm's investment approach, whether direct or fund-based, is unknown.

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