BASIS MANAGEMENT GROUP LLC
SEC RegisteredIt's All About the Basis
About the firm
Founded in 2009 by Tammy K. Jones, CEO, Basis Investment Group ("BIG") is a commercial and multifamily real estate investment manager, headquartered in New York City. Basis invests and lends across the capital stack through its CRE credit, LP Equity and Agency lending businesses.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Basis provides bridge debt, structured/preferred equity, LP equity (and selectively GP equity), Agency Lending (Freddie Mac and Fannie Mae), CMBS loans, and is also an investor in B-pieces.
Who they serve
Commercial and multifamily real estate financing and investment clients, including business partners, communities, and investors seeking equity and financing solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 4 | $2.1B |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BASIS MANAGEMENT GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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