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- Custodian
- Banque Pictet · UBS · US Bank
- Clients
- Retail
- Platforms
- Atlas
- Established Date
- 01-01-2011
- Office Locations
- 1
Office Locations
About Baseline Wealth Management Ltd.
Baseline Wealth Management is a Swiss-based independent wealth manager serving international clients including entrepreneurs, family foundations and professional athletes. The firm provides bespoke wealth planning and investment management across public and private markets using an open-architecture, product-neutral approach designed to reduce conflicts. Regulated in Switzerland (FINMA) and registered with the SEC as an investment adviser since 2011.
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Owner & Executives
CEDRIC AGUET
--
- CRD
- --
- Ownership
- Less than 5%
NATHALIE ADELINE CALDELARI
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Oak ridge
Foundation bridge beacon
- CRD
- #69830
- Ownership
- 16.4%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $658,893,510 | $4,278,529 |
| Non-Discretionary | $424,495,914 | $3,967,252 |
| Total | $1,083,389,424 | $4,150,917 |
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Separately Managed Accounts
Total SMA Asset: $1,083,389,424
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $268,619,740 | 23.6% |
| Private Funds | $105,854,389 | 9.3% |
| Corporate - Investment Grade | $67,154,935 | 5.9% |
| Cash | $195,773,709 | 17.2% |
| U.S. Government/Agency | $45,528,770 | 4.0% |
| Other | $229,920,286 | 20.2% |
| Public Funds | $113,821,924 | 10.0% |
| Other | $111,545,485 | 9.8% |
| Total | $1,138,219,238 | 100.0% |