Baseline Partners LLC

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Total assets under management

$75,311,489

Total clients

Total advisors

of 4 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

—

Average account size

—

About

Baseline Partners LLC manages pooled investment vehicles and institutional mandates with a focus on private credit and real-estate‑related credit strategies. The firm originates, aggregates, and manages portfolios of short‑term commercial real estate loans, rental and non‑qualified mortgage (Non‑QM) loans, and distressed residential assets for its funds.

Its investment process emphasizes in‑house pricing, structuring, and ongoing portfolio monitoring, supported by dedicated investment, valuation, and management committees. Portfolio construction and risk oversight rely on financial models and analytics to price loan pools and guide optimization and execution decisions, including securitization when appropriate.

The firm is notable for operational ties to a long‑standing family office whose principals direct a broad set of commercial real estate, private debt, and private equity investments, and for arrangements under which firm personnel receive compensation connected to those family‑office activities. Despite a modest asset base, the team’s prior experience aggregating and securitizing sizable loan portfolios informs its focus on structured credit and loan‑aggregation strategies.

Client services

Portfolio management

Expertise

Private / alternative investments Real estate investing

Fee options

Performance-based

Performance-based fees are indicated in SEC Part 1 filings but specific fee amounts or percentages are not stated in the brochure.

Main office location

Baseline Partners LLC

1819 E Southern Ave., B10

Mesa AZ 85204, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Kansas · Kentucky · Louisiana · Michigan · Minnesota · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · South Carolina · South Dakota · Texas · Utah · Washington · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 480-336-9730

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