BASELINE PARTNERS LLC

RIASEC RegisteredEst. 2023
Total AUM
$75.3M
Discretionary
$75.2M
100% of AUM
Avg account
$25.1M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
MESA, Arizona
CRD number
301762
Registered since
January 20, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.87%
  • Investment Companies0.13%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Baseline Partners LLC is a small, SEC-registered investment adviser that operates as a real estate-focused fund manager for institutional clients. The firm is organized as an LLC and was registered with the SEC in 2023. It serves as an adviser and sponsor/GP/manager of pooled investment vehicles and investment companies, providing portfolio management services for those pooled vehicles rather than acting as a capital allocator to external managers. Fee arrangements include both a percentage-of-assets component and performance-based fees. Baseline Partners does not identify as an active ESG investor and is reported as serving a single state rather than operating as a multistate RIA.

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

2 of 2
  • PATRICK CARDON

    Chief Executive Officer & Chief Investment OfficerCRD 6567808

  • DEBBIE BURRIS

    Chief Compliance OfficerCRD 7831783

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MESA, AZ

MARICOPA

Location

MESA, AZ

Headquartered in MESA, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
1819 E Southern Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth