Bas Capital Management Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Equity League Pension Trust Fund Board Of Trustees Of The Equity League Pension Trust Fund | 2024 | |
| Retirement Plan For Employees Of Woods Hole Oceanographic Institution Woods Hole Oceanographic Institution | 2024 | |
| Main Line Health, Inc. Retirement Income Plan Main Line Health, Inc. | 2024 | |
| American Federation Of Musicians And Employers' Pension Fund And Subsidiary Board Of Trustees Of The American Federation Of Musicians And Employe | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barbara Ann Shegog | Registered representative | CFA | Nov 2021 (5y) |
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.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Equity League Pension Trust Fund | Board Of Trustees Of The Equity League Pension Trust Fund | 22,180 | $2.4B | 06/01/2024 |
| Retirement Plan For Employees Of Woods Hole Oceanographic Institution | Woods Hole Oceanographic Institution | 263 | $193M | 01/01/2024 |
| Main Line Health, Inc. Retirement Income Plan | Main Line Health, Inc. | 10,364 | $1.6B | 01/01/2024 |
| American Federation Of Musicians And Employers' Pension Fund And Subsidiary | Board Of Trustees Of The American Federation Of Musicians And Employe | 19,513 | $3.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.01 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗