← Back to searchVisit website
BASELINE PARTNERS LLC
CRD 301762 · SEC 801-127224
1819 E SOUTHERN AVE., B10, MESA, AZ, 85204, United States
Phone
480-336-9730
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$75.3M
Discretionary AUM
$75.2M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $100K |
| Pooled investment vehicles | 2 | $75.2M |
States served
AZ, CA, CO, GA, ID, IL, IN, KS, KY, LA, MI, MN, MT, NE, NV, NJ, NY, NC, OH, OK, OR, SC, UT, WI, WA, TX, NH, HI, FL, SD
All web addresses on file
Official SEC filing: View on IAPD