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BASELINE PARTNERS LLC
CRD 301762File 801-127224
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Sep 16, 2026
Regulatory AUM
$75.3M
Bottom 25% of cohort (national)
Discretionary AUM
$75.2M
Non-discretionary $100K
Clients
3
3 accounts
Employees
4
Bottom 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 20, 2023
- Principal office
- 1819 E SOUTHERN AVE., B10, MESA, AZ, 85204
- Phone
- 480-336-9730
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $75.3M
- Discretionary AUM
- $75.2M
- Non-discretionary AUM
- $100K
- Discretionary accounts
- 2
- Non-discretionary accounts
- 1
- Total accounts
- 3
- AUM per client
- $25.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $100K |
| Pooled investment vehicles | 2 | $75.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 4 | decreased by5 |
| Apr 1, 2026 | Clients | 2 | 3 | increased by1 |
| Apr 1, 2026 | AUM | $110,645,959 | $75,311,489 | decreased by$35,334,470 |
| Apr 1, 2026 | Accounts | 2 | 3 | increased by1 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BASELINE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BASELINE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.