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Bastion Management
Bastion Management is an SEC-registered investment adviser in Stamford, CT, registered since 2021. The firm manages $573 million in assets, with $472 million...
Bastion Management
Bastion Management is an SEC-registered investment adviser in Stamford, CT, registered since 2021. The firm manages $573 million in assets, with $472 million on a discretionary basis. It has 13 employees and 8 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Stamford
Corporate office
Stamford, CT, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Bastion Management?
The firm has not publicly identified its principal decision-makers. As a private single-family office, investment authority is likely held by the family principal and a small team of advisors, though no names are on the public record.
How does Bastion Management source proprietary deal flow?
Bastion Management likely sources deals through direct relationships with lower-middle-market operators, investment bankers, and co-investment partners. As a family office, it may rely on a network of intermediaries rather than a large origination team.
Is Bastion Management structured as a single family office or does it operate more like a venture firm?
The firm is structured as a single-family office. It appears to operate with a direct-investment mandate, not as a fund manager or venture firm. There is no evidence of external LP fundraising.
What investment stages does Bastion Management typically target?
Based on its public posture, Bastion Management targets direct and co-investment opportunities in the lower middle market, typically involving operational control or significant influence over portfolio companies.
Which sectors does Bastion Management explicitly avoid?
The firm has not publicly disclosed any sectors it avoids. However, its known focus on real assets and credit suggests it is not active in early-stage venture capital or public equities.
Where does the underlying wealth come from?
The source of wealth for Bastion Management is not publicly disclosed. The firm's name and location provide no clear indication of the underlying family or business origin.
Does Bastion Management maintain philanthropic structures?
There is no public record of a foundation or philanthropic arm associated with Bastion Management. The firm has not disclosed any charitable vehicles or giving programs.
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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