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BALEEN CAPITAL MANAGEMENT LLC

LAS VEGAS, NV · CRD 311438 · IAPD ↗ · 646-389-2833

$168.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
March 2025 — BALEEN CAPITAL MANAGEMENT LLC reported RAUM up 71% ($112.5M -> $192.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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