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They include 11 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Basswood Capital Management offer?","answer":"Basswood Capital Management provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Basswood Capital Management use?","answer":"Basswood Capital Management’s separately managed account assets are held at Morgan Stanley & Co. LLC (New York, NY), with $457M, J.P. Morgan Securities LLC (New York, NY), with $156M and Merrill Lynch Professional Clearing Corp. (New York, NY), with $18.9M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Basswood Capital Management have?","answer":"Basswood Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 16 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Basswood Capital Management invest in?","answer":"At the end of its last fiscal year, Basswood Capital Management’s separately managed accounts held 59% exchange-traded equities, 40% cash and equivalents and 1% non-exchange-traded equities. It advises 9 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Basswood Capital Management?","answer":"Basswood Capital Management’s direct owners are Matthew Lindenbaum, Bennett Lindenbaum and Marc Samit, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Basswood Capital Management get paid?","answer":"Basswood Capital Management is paid through a percentage of assets under management and performance-based fees. 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