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Basel Asset Management, LLC (Jersey City)


Basel Asset Management, LLC is a large advisory firm based in Jersey City. It manages $399.13 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005.




Basel Asset Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Basel Asset Management: assets under management

The assets under management (AUM) of Basel Asset Management, LLC is $399.13 million. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $305.1 million in discretionary accounts and $94.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.28 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $31.34 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Basel Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Roland Daniel Eberhard Owner 1 Nov 2003 75% - 100% 4493380
Selwyn Donald Sussman Owner 1 Nov 2003 75% - 100% 1937999

Based in Jersey City

The principal office where Basel Asset Management, LLC performs its advisory services is located at 525 Washington Blvd., Jersey City, NJ 07310 1606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-332-4170 or by fax 212-332-4171. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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