SEC-Registered Investment Adviser
Baseline Partners LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 20, 2023
- Principal office
- 1819 E Southern Ave., B10, Mesa, AZ 85204
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Umbrella registration
- Yes, 1 relying adviser
- Other offices
- 1
- Website
- www.baseline-partners.com
Scale
- Regulatory AUM
- $75.3M
- Discretionary / non-discretionary
- $75.2M / $100,000
- Accounts
- 3
- Clients
- 0
- Employees
- 4, 1 in advisory roles
- Private funds advised
- 2
- Private fund gross assets
- $110.6M
- Fund types
- 2 real estate funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $29.1M reported sold across them
- Client assets in custody
- $75.2M (2 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for investment companies and portfolio management for pooled investment vehicles
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- individuals (other than high net worth) (0); high net worth individuals (0); banking or thrift institutions (0); investment companies (1); business development companies (0); pooled investment vehicles (2); pension and profit sharing plans (0); charitable organizations (0); state or municipal government entities (0); other investment advisers (0); insurance companies (0); sovereign wealth funds and foreign official institutions (0); corporations or other businesses (0); other (0)
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 3 investment advisers
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- civil proceeding pending (Item 11H(2))
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Source: SEC Form ADV via IARD (roster of September 1, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.