BASELINE PARTNERS LLC
Firm details
- Headquarters
- MESA, Arizona
- CRD number
- 301762
- Registered since
- January 20, 2023
- Website
- www.baseline-partners.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2PATRICK CARDON
Chief Executive Officer & Chief Investment OfficerCRD 6567808
DEBBIE BURRIS
Chief Compliance OfficerCRD 7831783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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