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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 16 -5.88%
of those in investment advisory functions 5 -16.67%
Registration SEC, Approved, 07/13/2018
AUM* 107,134,151 -24.03%
of that, discretionary 107,134,151 -24.03%
Private Fund GAV* 107,134,151 -24.03%
Avg Account Size 53,567,076 -24.03%
SMA’s No
Private Funds 2
Contact Info 214 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
146M 125M 105M 84M 63M 42M 21M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$107,134,151

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Brochure Summary

Overview

For purposes of this Brochure, the “Adviser” means collectively, BĀSA Advisors, LLC, BĀSA PetroFund Management, Ltd. and BĀSA PetroFund Management II, Ltd. who are “Relying Advisers” of BĀSA Resources, Inc. BĀSA Resources, Inc. (“BĀSA Resources”) is an oil and gas operating company located in Dallas, Texas. BĀSA Resources conducts its investment advisory business as and through its affiliate, BĀSA Advisors, LLC (“BĀSA”), which provides investment advisory services to two pooled investment vehicles, BĀSA PetroFund I, L.P. (“Fund I”) and BĀSA PetroFund II, L.P. (“Fund II”), that are exempt from registration under the Investment Company Act of 1940, as amended (the “Investment Company Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”), (each individually a “Fund” or “Client” or together, the “Funds” or the “Clients”). PetroFund Management, Ltd., the general partner of Fund I, and PetroFund Management II, Ltd., the general partner of Fund II, are referred to as the General Partner of their respective fund or collectively as the “General Partners”, as appropriate. BĀSA Resources was formed in 1989 by Michael N. Foster, Jr. and
Lary D. Knowlton. They are the primary equity owners of BĀSA Resources. BĀSA Resources is the sole owner of BĀSA. The Adviser provides investment supervisory services to each Fund in accordance with the offering memorandum and limited partnership agreement of such Fund (the “Organizational Documents”). The Funds are subject to the investment strategies and investment restrictions set forth in the Fund offering materials. As of April 2023, Fund I sold its oil and gas interests to another institutional oil and gas investor, Camterra Resources Partners, Ltd. Fund I is currently in the process of winding down, and is scheduled to complete its final audit in 2024. Fund II, formed in 2017, is past its commitment period, and currently investments in oil and gas interests. Pursuant to the Organizational Documents, Fund II is permitted to reinvest all net cash flow in excess of the stated preferred return in new investments until October 2025, although it does not currently intend to make such additional investments. The Adviser does not participate in wrap fee programs. As of December 31, 2023, the Adviser managed approximately $107,134,151 in portfolio assets, all of which were managed on a discretionary basis.