Investment adviser · CRD 290034

BASA ADVISORS

Investment adviser filing (IA)

BASA RESOURCES, INC.

DALLAS, TX, United States · Form ADV filed Mar 26, 2026

Regulatory AUM
$95.7M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$95,680,440100.0%
Filing source

Form ADV 2067119 · Mar 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BASA PETROFUND II, LPPrivate Equity Fund · Last reported Mar 26, 2026$95.7MGross asset value

Form D fundraising filings

BASA PetroFund II, L.P.

Auditor BAKER TILLY US, LLP DALLAS, Texas, United States
Custodian AMEGY BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BAKER TILLY US, LLP
PCAOB 23

Fund details & source
Fund ID
805-7287813300
Reported beneficial owners
2
Minimum commitment
$5M
Form D file number
021-306764

Form ADV 2067119 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BASA PETROFUND I, L.P.Private Equity Fund · Last reported Mar 28, 2024$138KGross asset value
Auditor MOSS ADAMS LP DALLAS, Texas, United States
Custodian AMEGY BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MOSS ADAMS LP
PCAOB 659

Fund details & source
Fund ID
805-4913209813
Reported beneficial owners
17
Minimum commitment
$2M

Form ADV 1851729 · Mar 28, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 26, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

14875 LANDMARK BOULEVARD, SUITE 400
DALLAS, TX, 75254, United States

CRD 290034

Filing source

Form ADV 2067119 · Mar 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.