# BASELINE PARTNERS LLC

BASELINE PARTNERS LLC of MESA, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 301762
- Type: SEC-registered investment adviser
- SEC file number: 801-127224
- Location: 1819 E SOUTHERN AVE., B10, MESA, AZ, 85204
- Phone: 480-336-9730
- Latest filing: 2026-03-31
- Regulatory AUM: $75.3M
- Discretionary AUM: $75.2M
- Non-discretionary AUM: $100K
- Clients: 4
- Accounts: 3

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [Patrick Reneer Cardon](https://search.stillhousedata.com/person/704076) | MANAGING PARTNER; MEMBER | — |
| [Joshua David Davis](https://search.stillhousedata.com/person/704077) | MEMBER; PARTNER | — |
| [Debbie Louise Burris](https://search.stillhousedata.com/person/704078) | CHIEF COMPLIANCE OFFICER | — |
| [DAVIS DAVID](https://search.stillhousedata.com/person/826706) | MEMBER; PARTNER | — |
| [CARDON PATRICK RENEER](https://search.stillhousedata.com/person/836737) | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER (+1 more) | — |
| [GRUENEWALD BONITA ROBYN](https://search.stillhousedata.com/person/855464) | CHIEF COMPLIANCE OFFICER | — |
| [BURRIS DEBBIE LOUISE](https://search.stillhousedata.com/person/878657) | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2022-02-25 | civil | NEGLIGENT MISREPRESENTATION, BREACH OF FIDUCIARY DUTY, COMMON LAW FRAUD, VIOLATION OF ILLINOIS UNIFORM DECEPTIVE TRADE PRACTICES ACT, VIOLATION OF SECTION 20(A) OF THE EXCHANGE ACT, VIOLATION OF ILLINOIS SECURITIES LAW. | Pending | — |
| 2020-03-16 | civil | MISREPRESENTATIONS, CONCEALMENT AND MISMANAGEMENT. | Final | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 9178280021 |
| — | — | 1 | 9178280021 |


## Fund service providers (1)

- administrator: GREAT LAKES FUND SOLUTIONS, INC. — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301762/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301762/similar
- Related entities: https://search.stillhousedata.com/firm/301762/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301762

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.