Baum Capital Partners Management, LLC

RIASEC RegisteredEst. 2025
Total AUM
$247M
Discretionary
$247M
100% of AUM
Avg account
$124M
Accounts
2
Employees
10
Advisory reps
3

Firm details

Headquarters
Kansas City, Missouri
CRD number
288225
Registered since
July 21, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Baum Capital Partners Management, LLC is organized as a limited liability company that operates primarily as an adviser and sponsor for pooled investment vehicles, with a clear focus on private equity activity. The firm acts as sponsor, general partner and managing member of its funds, providing portfolio management and decision-making for pooled vehicles that invest in private-market opportunities. Its client base is institutional, and its compensation model combines a percentage-of-AUM fee with performance-based fees, consistent with a traditional private equity carry structure. The firm is not positioned as a third-party capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Jonathan Baum

    Jonathan Baum

    Managing PartnerCRD 1492485

  • Speros Kopitas

    Speros Kopitas

    PartnerCRD 2550487

  • Christopher Hanson

    Christopher Hanson

    PartnerCRD 2781642

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Kansas City, MO

Jackson

Location

Kansas City, MO

Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Jackson
Address
4801 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth