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Reading the graph
Advisor at BASSO CAPITAL MANAGEMENT, L.P.
Stamford, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BASSO CAPITAL MANAGEMENT, L.P. | Independent wealth | Jun 26, 2025 | n/a | yes | Stamford, CT | Current employment |
| ONE CAPITAL MANAGEMENT, LLC | Independent wealth | May 2, 2022 | Jun 16, 2025 | no | WESTLAKE VILLAGE, CA|San Francisco, CA | Previous registration |
| FUNDX INVESTMENT GROUP, LLC | Former SEC adviser | Nov 19, 2019 | May 3, 2022 | no | SAN FRANCISCO, CA | Previous registration |
| BELL INVESTMENT ADVISORS INC | Independent wealth | Jan 2, 2013 | Jul 29, 2019 | no | ORINDA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ONE CAPITAL MANAGEMENT, LLC | BASSO CAPITAL MANAGEMENT, L.P. | Jun 16, 2025 | Jun 26, 2025 | 10 | Firm change | RIA to RIA |
| FUNDX INVESTMENT GROUP, LLC | ONE CAPITAL MANAGEMENT, LLC | May 3, 2022 | May 2, 2022 | -1 | Firm change | RIA to RIA |
| BELL INVESTMENT ADVISORS INC | FUNDX INVESTMENT GROUP, LLC | Jul 29, 2019 | Nov 19, 2019 | 113 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 114861:132311:CA:2025-06-10 | Jun 16, 2025 | Jun 26, 2025 | SAN FRANCISCO, CA | Firm change |
| 109194:114861:CA:2022-05-03 | May 3, 2022 | May 2, 2022 | SAN FRANCISCO, CA | Firm change |