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⚲
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| Baseline Partners LLC
✚
| |
|---|---|
| CRD # | 301762 |
| SEC # | 801-127224 |
| CIK # | |
| AUM | $143.3 MM (2024-01-26) |
| Employees | 11 (18% Investors, 9% Brokers) |
| Phone | 480-336-9730 |
| Address | 1819 E Southern Ave Mesa, AZ 85204 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Baseline Credit Opportunity Fund LLC | 2022-12-21 | 12.3 | |
| RE | Baseline CRE Income Fund LLC | [2019-04-22] | 29.1 | 72.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 143.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 143.3 |
| By Discretionary | ||
| Discretionary | 2 | 143.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 143.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.3 | |
| Total | 2 | 143.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Patrick Cardon | 5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital United LLC
✚
|
OR | 0.2 |
|
Participant Capital Advisors LLC
✚
|
FL | 0.2 |
|
EM Advisor LLC
✚
|
NY | 0.2 |
|
Eagle Group Finance Loan Corp
✚
|
CA | 0.1 |
|
Ascentris LLC
✚
|
CO | 0.1 |
|
RSC Asset Management Group LLC
✚
|
CA | 0.1 |
|
AII Capital Management LLC
✚
|
CA | 0.1 |
|
Blue Moon Capital Management LLC
✚
|
MA | 0.1 |
|
Wellings Capital Management LLC
✚
|
VA | 0.1 |
|
Triangle Investment Management LLC
✚
|
NY | 0.1 |