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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

BAUM CAPITAL PARTNERS MANAGEMENT, LLC

CRD 288225

KANSAS CITY, MO

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:8ce1a8f1-7c64-1cea-3f30-c35d08cf1a1f

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 2
Observed: Jul 1, 2025 to Mar 24, 2026
3 observations

Across DFX

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

Private Equityidentity

Baum Capital Partners Management, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Baum Capital Partners Management, LLC

Capital provider to sponsors · 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: $247MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $247M
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: 10
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $80.4M
Relying advisers: 2
SEC number: 801-133927
CRD: 288225
Filings on the tape: 3
First filed: Jul 1, 2025
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, DE
Website: baumpartners.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
GKB GROWTH EQUITY FUND, LP	Private Equity Fund	$81.8M	Jan 16, 2024	78	Feb 15, 2018	reported	021-304187

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
BAUM, JONATHAN, EDWARD	President	Na	yes	02/2017	Mar 24, 2026	Mar 24, 2026
GEORGE K. BAUM HOLDINGS, INC.	Parent	E	yes	02/2017	Mar 24, 2026	Mar 24, 2026
HANSON, CHRISTOPHER, ROBERT	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	Na	yes	02/2017	Mar 24, 2026	Mar 24, 2026
KOPITAS, SPEROS, ANGELO	MANAGING DIRECTOR	Na	yes	02/2017	Mar 24, 2026	Mar 24, 2026

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 24, 2026	$247M	$247M	10	8	0	2	n/a

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	$247M	n/a	n/a	n/a	n/a	10	n/a	0	n/a

Relationships

Controls (4)

← GEORGE K. BAUM HOLDINGS, INC.OwnerPARENT, ownership code E, domestic entity
Mar 24, 2026 to presentfactForm ADV
← BAUM, JONATHAN, EDWARDOwnerPRESIDENT, ownership code NA, individual
Mar 24, 2026 to presentfactForm ADV
← HANSON, CHRISTOPHER, ROBERTOwnerMANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 24, 2026 to presentfactForm ADV
← KOPITAS, SPEROS, ANGELOOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 24, 2026 to presentfactForm ADV

Advises (1)

→ GKB GROWTH EQUITY FUND, LPPrivate fundPrivate Equity Fund, ERA
Feb 15, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8ce1a8f1-7c64-1cea-3f30-c35d08cf1a1f
First observed: Jul 1, 2025
Last observed: Mar 24, 2026 6 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.

BAUM CAPITAL PARTNERS MANAGEMENT, LLC

CRD 288225

KANSAS CITY, MO

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:8ce1a8f1-7c64-1cea-3f30-c35d08cf1a1f

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:05 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

GKB GROWTH EQUITY FUND, LP

Private Equity Fund

$81.8M

Jan 16, 2024

Feb 15, 2018

reported

021-304187

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAUM, JONATHAN, EDWARD

President

yes

02/2017

Mar 24, 2026

GEORGE K. BAUM HOLDINGS, INC.

Parent

yes

02/2017

Mar 24, 2026

HANSON, CHRISTOPHER, ROBERT

MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER

yes

02/2017

Mar 24, 2026

KOPITAS, SPEROS, ANGELO

MANAGING DIRECTOR

yes

02/2017

Mar 24, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$247M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$247M

n/a