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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

BASELINE PARTNERS LLC

CRD 301762

MESA, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26353a19-c5c1-0ada-10de-9c4ccb49fdcd

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 2
Observed: Apr 22, 2019 to Mar 31, 2026
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Creditidentity

BASELINE PARTNERS LLC

Private credit manager · shared crd

Real Estate Fundsidentity

Baseline Partners LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $75.3MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $75.2M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 3
Individual clients: 0
High net worth clients: 0
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $75.2M
Relying advisers: 1
SEC number: 801-127224
CRD: 301762
Filings on the tape: 12
First filed: Apr 22, 2019
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: baseline-partners.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BASELINE CRE INCOME FUND, LLC	Real Estate Fund	$72.1M	Jan 26, 2024	376	Apr 22, 2019	reported	021-337796
BASELINE CREDIT OPPORTUNITY FUND LLC	Real Estate Fund	$12.3M	Jan 26, 2024	44	Dec 21, 2022	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURRIS, DEBBIE, LOUISE	CHIEF COMPLIANCE OFFICER	Na	yes	11/2023	Nov 8, 2023	Jan 26, 2024
CARDON, PATRICK, RENEER	Member	E	yes	11/2018	Apr 22, 2019	Jan 26, 2024
CARDON, PATRICK, RENEER	MANAGING PARTNER	Na	yes	11/2018	Apr 22, 2019	Jan 26, 2024
DAVIS, JOSHUA, DAVID	Partner	Na	yes	08/2022	Dec 21, 2022	Jan 26, 2024
PC30, LLC	Member	E	yes	11/2018	Dec 21, 2022	Jan 26, 2024
DAVIS, JOSHUA, DAVID	Member	F	no	08/2022	Dec 21, 2022	Jan 26, 2024
UNA SPERANZA LLC	Member	B	no	08/2022	Dec 21, 2022	Jan 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BASELINE MANAGER, LLC	n/a	n/a	n/a	Y	yes	n/a
WINDOW ROCK MANAGER, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$75.3M	$75.2M	4	1	1	2	n/a
2024	Mar 18, 2025	$111M	$111M	9	2	1	2	n/a
2023	Jan 26, 2024	$143M	$143M	11	2	1	2	$84.4M
2022	Mar 28, 2023	$125M	$125M	12	2	0	2	$125M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$75.3M	$111M	-31.9%	$125M	-15.6%	4	9	1	1

Relationships

Advises (2)

→ BASELINE CRE INCOME FUND, LLCPrivate fundReal Estate Fund, IA
Apr 22, 2019 to presentfactForm ADV
→ BASELINE CREDIT OPPORTUNITY FUND LLCPrivate fundReal Estate Fund, IA
Dec 21, 2022 to presentfactForm ADV

Owns (2)

← DAVIS, JOSHUA, DAVIDOwnerMEMBER, ownership code F, individual
Dec 21, 2022 to Jan 26, 2024factForm ADV
← UNA SPERANZA LLCOwnerMEMBER, ownership code B, domestic entity
Dec 21, 2022 to Jan 26, 2024factForm ADV

Controls (4)

← DAVIS, JOSHUA, DAVIDOwnerPARTNER, ownership code NA, individual
Dec 21, 2022 to Jan 26, 2024factForm ADV
← CARDON, PATRICK, RENEEROwnerMEMBER, ownership code E, individual
Apr 22, 2019 to Jan 26, 2024factForm ADV
← BURRIS, DEBBIE, LOUISEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 8, 2023 to Jan 26, 2024factForm ADV
← PC30, LLCOwnerMEMBER, ownership code E, domestic entity
Dec 21, 2022 to Jan 26, 2024factForm ADV

Dated events

Occurred
Nov 8, 2023
Control person joined
Louise Debbie Burris (Chief Compliance Officer) appeared on Schedule A of Baseline Partners Llc
Form ADVobserved 6 days ago
Occurred
Nov 8, 2023
Control person left
Robyn Bonita Gruenewald (Chief Compliance Officer) no longer on Schedule A of Baseline Partners Llc (listed 2023-03-28, absent 2023-11-08)
Form ADVobserved 6 days ago
Occurred
Dec 21, 2022
First Form ADV filing
Baseline Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago
Occurred
Aug 14, 2019
Control person joined
Robyn Bonita Gruenewald (Chief Compliance Officer) appeared on Schedule A of Baseline Partners Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26353a19-c5c1-0ada-10de-9c4ccb49fdcd
First observed: Apr 22, 2019
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BASELINE PARTNERS LLC

CRD 301762

MESA, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26353a19-c5c1-0ada-10de-9c4ccb49fdcd

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BASELINE CRE INCOME FUND, LLC

Real Estate Fund

$72.1M

Jan 26, 2024

376

Apr 22, 2019

reported

021-337796

BASELINE CREDIT OPPORTUNITY FUND LLC

Real Estate Fund

$12.3M

Jan 26, 2024

Dec 21, 2022

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURRIS, DEBBIE, LOUISE

CHIEF COMPLIANCE OFFICER

yes

11/2023

Nov 8, 2023

Jan 26, 2024

CARDON, PATRICK, RENEER

Member

yes

11/2018

Apr 22, 2019

Jan 26, 2024

CARDON, PATRICK, RENEER

MANAGING PARTNER

yes

11/2018

Apr 22, 2019

Jan 26, 2024

DAVIS, JOSHUA, DAVID

Partner

yes

08/2022

Dec 21, 2022

Jan 26, 2024

PC30, LLC

Member

yes

11/2018

Dec 21, 2022

Jan 26, 2024

DAVIS, JOSHUA, DAVID

Member

08/2022

Dec 21, 2022

Jan 26, 2024

UNA SPERANZA LLC

Member

08/2022

Dec 21, 2022

Jan 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BASELINE MANAGER, LLC

n/a

yes

n/a

WINDOW ROCK MANAGER, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$75.3M

$75.2M

n/a

2024

Mar 18, 2025

$111M

n/a

2023

Jan 26, 2024

$143M

$84.4M

2022

Mar 28, 2023

$125M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$75.3M

$111M

-31.9%

$125M

-15.6%