Disciplined capital, deployed for the long term.
Base Trade is a US-based investment firm managing private equity, venture capital, wealth management, and asset management strategies — built around rigorous underwriting and direct partnership with the people we back.
*Illustrative figures for demonstration purposes only. See Disclaimer.
Where We Invest
From founder-led startups to multi-generational family wealth, we tailor capital and strategy to where a business or client actually is.
Private Equity
Control and growth stakes in established private companies.
Venture Capital
Early and growth-stage capital for ambitious founders.
Wealth Management
Goals-based planning and portfolio management for families.
Asset Management
Institutional mandates across fixed income and real assets.
Our Focus Areas
Explore each strategy in more depth, or reach out and a member of our investment team will follow up within one business day.
Why Investors & Founders Choose Base Trade
We built the firm we'd want to work with — direct, disciplined, and accountable.
Concentrated, Not Scattered
We take fewer, larger positions and stay closely involved with every business we back.
Direct Access to Decision-Makers
You work with the partners making the call, not a rotating account team.
Rigorous Underwriting
Every opportunity goes through the same disciplined diligence process before capital moves.
Independent Administration
Fund accounting and custody are handled by independent third parties, not managed in-house.
US-Based Team
Headquartered in Georgia, working with clients and portfolio companies nationwide.
Aligned Incentives
Our team invests alongside our clients and funds — we do better when you do better.
Track Record Highlights
A snapshot of our platform. See the full Portfolio page for illustrative case studies.
*Illustrative figures for demonstration purposes only, not audited results. Past performance is not indicative of future results — see Disclaimer.
Frequently Asked Questions
Answers to common questions about working with Base Trade.
We work with founders and management teams raising capital, and with individuals, families, and institutions seeking professional portfolio management. Most engagements begin with an introductory call.
Minimums vary by strategy and are discussed individually — private equity and venture commitments differ from wealth management account minimums. Reach out and we'll point you to the right fit.
Base Trade operates as a registered investment advisory business. Nothing on this website is an offer to sell securities; any offering is made only through definitive fund or advisory documents.
Click "Get in Touch" on any focus area, or use the Contact page to tell us about your situation. A member of our team will follow up within one business day.
No. Past performance is not indicative of future results, and all investing involves risk, including possible loss of principal. See our Disclaimer for full detail.
Ready to talk to our investment team?
Tell us about your goals — no obligation, no pressure.