SourcingSourcing

BASELINE PARTNERS LLC

B63
CRD 301762·SEC 801-127224·MESA, AZ
AUM
$75.3M
$25M-$100M
Est. Revenue
$753K
@ 1% on AUM
Est. EBITDA
$226K
@ 30% margin
Est. Deal Value
$1.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BASELINE PARTNERS LLC
CRD
301762
SEC file #
801-127224
EIN
—
DBA names
—

Economics

AUM
$75.3M
AUM band
$25M-$100M
AUM trajectory
'25'26
$110.6M → $75.3M▼ -32%
Client mix
Pooled Investment Vehicles2
Investment Companies1

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
2 advisors → 1 advisors▼ -50%
Primary office
MESA AZ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
baseline-partners.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PC30, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
PC30, LLC
BURRIS, DEBBIE, LOUISE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BASELINE-PARTNERS.COM
Rdap Domain Creation Date
2018-11-02T20:17:24Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1135
Soi Zip Pct 200k Plus
0.0174
Soi Zip Returns 200k Plus
470
Soi Zip Total AGI
1,459,178
Fdic Zip Total Deposits
14,187,496,000
Fdic Zip Branch Count
274
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Bank One, Arizona, National AssociationMesa, AZ
Bank One, Arizona, National AssociationMesa, AZ
Fdic Zip HHI
1087.34
Fdic Zip Top Bank Share Pct
18.35
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-02T20:17:24Z
Rdap Domain Last Changed
2024-11-03T15:15:31Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI105,204
Returns7,760
Stub 2
AGI326,808
Returns8,860
Stub 3
AGI293,426
Returns4,820
Soi Zip Total Business Income
59,525
Soi Zip Total Cap Gains
26,303
Soi Zip Total Dividends
8,036
Soi Zip Total Returns
26,960
Trust Company Affiliate
No

People (2)

2
BURRIS, DEBBIE, LOUISE
Executive Officer · 2.5%
7831783
CARDON, PATRICK, RENEER
Executive Officer · 2.5%
6567808