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BASELINE PARTNERS LLC
CRD 301762File 801-127224
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.