Baseline Partners LLC
Baseline Partners LLC is an SEC-registered asset manager in Mesa, AZ with $75.3M assets under management (AUM, regulatory AUM), -32% over one year. See who owns Baseline Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301762, SEC 801-127224, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $75.3M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Mesa, AZ
- Employees
- 4
- Clients
- 2
- CRD
- 301762
- Ownership
- UNA SPERANZA LLC; DAVIS, JOSHUA, DAVID; CARDON, PATRICK, RENEER; KASTLEROCK, LLC; GRUENEWALD, BONITA, ROBYN
How much AUM does Baseline Partners LLC have?
Baseline Partners LLC reported $75.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Baseline Partners LLC?
Disclosed owners and executives of Baseline Partners LLC include UNA SPERANZA LLC, DAVIS, JOSHUA, DAVID, CARDON, PATRICK, RENEER, KASTLEROCK, LLC, GRUENEWALD, BONITA, ROBYN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.