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BASELINE PARTNERS LLC

MESA, AZ · CRD 301762 · IAPD ↗ · baseline-partners.com · 480-336-9730

$75.3MRegulatory AUM
1Advisory reps
4Employees
0Clients
0Planning clients
2Private funds
30States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
October 2026 — BASELINE PARTNERS LLC (MESA, AZ) left the SEC roster (was $75.3M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2026 — BASELINE PARTNERS LLC reported RAUM down 32% ($110.6M -> $75.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
February 2024 — BASELINE PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.