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Baseline Wealth Management Ltd.

● SEC registered since 2011CRD 155526SEC# 801-72136Geneva
Export (members)
Reg. AUM
$853.4M
Employees
12
Accounts
245
Location
Geneva

Baseline Wealth Management Ltd. assets under management

Baseline Wealth Management Ltd. operates as an SEC-registered investment adviser based in Geneva. The firm has been registered since 2011. It reports $853.4 million in regulatory assets under management and employs 12 people.

Baseline Wealth Management Ltd. owners & executives

8 reported
NameTitleOwnershipSince
Cedric Aguet ControlBoard MemberUnder 5%2022
Fabien David Jean-Jacques Duteil ControlChief Operating OfficerUnder 5%2020
Grin Advisors GMBH ControlShareholder10-25%2020
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Frequently asked questions

How much does Baseline Wealth Management Ltd. manage?

Baseline Wealth Management Ltd. reports $853.4 million in regulatory assets under management on its Form ADV.

How many employees does Baseline Wealth Management Ltd. have?

Baseline Wealth Management Ltd. reports 12 employees.

Where is Baseline Wealth Management Ltd. located?

Baseline Wealth Management Ltd. is based in Geneva and has been SEC-registered since 2011.

Does Baseline Wealth Management Ltd. disclose fund performance?

Baseline Wealth Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressRue du Rhone 67, Geneva 1207
Phone+41 58 105 76 20
Office hours9:00a.m. To 6:00p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$538.3M
Non-discretionary$315.2M
Total (RAUM)$853.4M