BASELINE GROWTH CAPITAL

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CASTLE ROCK, Colorado
CRD number
312538

Firm profile

FINTRX

Overview

Baseline Growth Capital is a small limited liability company that functions primarily as a sponsor and managing member for at least one pooled investment vehicle. Its registered business activity is described as Other Financial Product Salesperson, and the firm is listed as a sponsor, general partner and managing member of pooled funds. The adviser is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator. Taken together, the profile points to a firm that operates on a focused, sponsor/manager model rather than as a broad-based advisory practice serving retail advisory clients. Investment activity centers on managing a single pooled vehicle characterized in filings as “Other.” That classification suggests the firm runs a bespoke private vehicle rather than a standard private equity, venture capital, real estate or hedge fund wrapper. Baseline Growth Capital appears to concentrate decision-making at the sponsor/GP level, exercising direct control over fund structure, investor terms and distribution mechanics rather than delivering discretionary wrap-style advisory solutions to a broad client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOEL GHEEN

    Founder and CEOCRD 4859003

Contacts

2 of 2
  • Raghav Mathur

    TrusteeCRD 7339828

  • Daniel Rundio

    MemberCRD 7339913

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CASTLE ROCK, CO

DOUGLAS

Location

CASTLE ROCK, CO

Headquartered in CASTLE ROCK, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DOUGLAS
Address
509 Wilcox St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth