BASELINE PARTNERS LLC
Latest filing: Mar 18, 2025 (80 days ago)
AUM
$110,645,959
-23% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
9
-18% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
MESA, AZ
1819 E SOUTHERN AVE., MESA, AZ, UNITED STATES, 85204
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.1 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BASELINE MANAGER, LLC | $0.0 | - | |
| WINDOW ROCK MANAGER, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.1 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | -23% | 11 | -2 | -18% |
| 2023-04-04 | $0.1 | $0.0 | -12% | 12 | -3 | -25% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| AZ, AZ-01/20/2023, CA-01/20/2023, CO-01/20/2023, FL-01/20/2023, GA-01/20/2023, HI-01/20/2023, ID-01/20/2023, IL-01/20/2023, IN-01/20/2023, KS-01/20/2023, KY-01/20/2023, LA-01/20/2023, MI-01/20/2023, MN-01/20/2023, MT-01/20/2023, NC-01/20/2023, NE-01/20/2023, NH-01/20/2023, NJ-01/20/2023, NV-01/20/2023, NY-01/20/2023, OH-01/20/2023, OK-01/20/2023, OR-01/20/2023, SC-01/20/2023, SD-01/20/2023, TX-01/20/2023, UT-01/20/2023, WA-01/20/2023, WI-01/20/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV