BAUM CAPITAL PARTNERS MANAGEMENT, LLC
SEC RegisteredForward. Together.
About the firm
Baum Capital Partners is a private equity firm focused on building operationally excellent companies in partnership with Inspired Founders and Managers. They invest in proven, essential service companies with great potential for growth, targeting businesses with $3.0mm - $8.0mm in EBITDA based in the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity investing with a value-creation playbook, including identifying bottlenecks, defining growth initiatives, establishing action plans, and providing ongoing operational support. They take majority positions in Tech-Enabled Services & Software, Professional Business Services, Industrial Services, Essential Consumer Services, and Education & Training companies.
Who they serve
Founders and Managers of proven, essential service companies with $3.0mm - $8.0mm in EBITDA based in the United States
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $247M |
0 total clients reported on Form ADV.
Office locations
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BAUM CAPITAL PARTNERS MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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