BASELINE PARTNERS LLC
CRD #301762 SEC #801-127224 MESA, AZ 480-336-9730
SEC Registered Private Funds
Total AUM
$110.6M
Discretionary
$110.6M
Employees
9
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURRIS, DEBBIE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURRIS, DEBBIE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURRIS, DEBBIE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARDON, PATRICK, RENEER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARDON, PATRICK, RENEER | I | MANAGING PARTNER | NA | Control |
| CARDON, PATRICK, RENEER | I | MANAGING PARTNER | NA | Control |
| CARDON, PATRICK, RENEER | I | MANAGING PARTNER | NA | Control |
| DAVIS, JOSHUA, DAVID | I | PARTNER | NA | Control |
| DAVIS, JOSHUA, DAVID | I | PARTNER | NA | Control |
| DAVIS, JOSHUA, DAVID | I | PARTNER | NA | Control |
| GRUENEWALD, BONITA, ROBYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUENEWALD, BONITA, ROBYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUENEWALD, BONITA, ROBYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARDON, PATRICK, RENEER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARDON, PATRICK, RENEER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARDON, PATRICK, RENEER | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KASTLEROCK, LLC | DE | MEMBER | E | Control |
| KASTLEROCK, LLC | DE | MEMBER | E | Control |
| KASTLEROCK, LLC | DE | MEMBER | E | Control |
| KASTLEROCK, LLC | DE | MEMBER | E | Control |
| KASTLEROCK, LLC | DE | MEMBER | E | Control |
| KASTLEROCK, LLC | DE | MEMBER | E | Control |
| PC30, LLC | DE | MEMBER | E | Control |
| PC30, LLC | DE | MEMBER | E | Control |
| PC30, LLC | DE | MEMBER | E | Control |
| PC30, LLC | DE | MEMBER | E | Control |
| PC30, LLC | DE | MEMBER | E | Control |
| CARDON, PATRICK, RENEER | I | CHIEF COMPLIANCE OFFICER | B | Control |
| UNA SPERANZA LLC | DE | MEMBER | B | |
| UNA SPERANZA LLC | DE | MEMBER | B | |
| UNA SPERANZA LLC | DE | MEMBER | B | |
| UNA SPERANZA LLC | DE | MEMBER | B | |
| UNA SPERANZA LLC | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DAVIS, JOSHUA, DAVID | I | UNA SPERANZA LLC | F | |
| DAVIS, JOSHUA, DAVID | I | UNA SPERANZA LLC | F | |
| DAVIS, JOSHUA, DAVID | I | UNA SPERANZA LLC | F | |
| DAVIS, JOSHUA, DAVID | I | UNA SPERANZA LLC | F | |
| CARDON, PATRICK, RENEER | I | KASTLEROCK, LLC | E | Control |
| CARDON, PATRICK, RENEER | I | KASTLEROCK, LLC | E | Control |
| CARDON, PATRICK, RENEER | I | KASTLEROCK, LLC | E | Control |
| CARDON, PATRICK, RENEER | I | KASTLEROCK, LLC | E | Control |
| CARDON, PATRICK, RENEER | I | KASTLEROCK, LLC | E | Control |
| CARDON, PATRICK, RENEER | I | KASTLEROCK, LLC | E | Control |
| CARDON, PATRICK, RENEER | I | PC30, LLC | E | Control |
| CARDON, PATRICK, RENEER | I | PC30, LLC | E | Control |
| CARDON, PATRICK, RENEER | I | PC30, LLC | E | Control |
| CARDON, PATRICK, RENEER | I | PC30, LLC | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (30)
AZ CA CO FL GA HI ID IL IN KS KY LA MI MN MT NC NE NH NJ NV NY OH OK OR SC SD TX UT WA WI
Address
1819 E SOUTHERN AVE.B10
MESA, AZ 85204
United States
Phone: 480-336-9730