BASELINE INVESTMENTS, LLC

BASELINE INVESTMENTS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 296898). Regulatory assets under management: $9.0M.

Registration

• CRD: 296898
• Type: Registered investment adviser
• Location: 580 CALIFORNIA STREET, SAN FRANCISCO, CA, 94104
• Phone: (415) 295-4737
• Latest filing: 2026-03-09
• Regulatory AUM: $9.0M
• Discretionary AUM: $9.0M
• Clients: 1
• Accounts: 78

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296898 on SEC IAPD (source of record)
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