Basa Resources, Inc.
- Regulatory AUM
- $95.7M
- Discretionary
- $95.7M
- Clients
- 1
- Avg AUM / client
- $95.7M
- Accounts
- 1
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $95.7M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $107M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Basa Petrofund Ii, Lp | Private Equity Fund | Delaware | $107M | 2 |
| Basa Petrofund I, L.P. | Private Equity Fund | Delaware | $138K | 17 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Foster, Michael, Nelson | President And Owner | May 1989 (37y) | 50% – 75% | |
| Knowlton, Lary, Dale | Executive Vice President And Owner | May 1989 (37y) | 10% – 25% | |
| Mc Gough, Nathan, Andrew | Chief Financial Officer | Apr 2004 (22y) | Less than 5% | |
| Knowlton, Brady, Austin | Trustee | Feb 2011 (16y) | GP / trustee / elected manager of Brady Knowlton 2011 Irrevoable Trust (indirect) | |
| Knowlton, Corey, Daniel | Trustee | Feb 2011 (16y) | GP / trustee / elected manager of Corey Knowlton 2011 Irrevocable Trust (indirect) | |
| Drake, Zachary, Hunter | Chief Compliance Officer | Apr 2013 (13y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Corey Knowlton 2011 Irrevocable Trust | Owner | Feb 2011 | A | 10% – 25% |
| Brady Knowlton 2011 Irrevoable Trust | Owner | Feb 2011 | A | 10% – 25% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $107M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Basa Petrofund Ii, Lp | Private Equity Fund | $107M | $5.0M | 2 |
| Basa Petrofund I, L.P. | Private Equity Fund | $138K | $2.0M | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.37 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗