← Back to searchVisit website
BASELINE INVESTMENTS, LLC
CRD 296898
580 CALIFORNIA STREET, 12TH FLOOR, SAN FRANCISCO, CA, 94104, United States
Phone
(415) 295-4737
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.0M
Discretionary AUM
$9.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $1.5M |
| High net worth individuals | 48 | $7.5M |
All web addresses on file
Official SEC filing: View on IAPD