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| Keyboard |
| Baker Street Advisors LLC
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|---|---|
| CRD # | 128066 |
| SEC # | 801-62370 |
| CIK # | |
| AUM | 20.77 B (2026-03-31) |
| Employees | 63 (24% Investors, 0% Brokers) |
| Phone | 415-344-6180 |
| Address | 575 Market Street San Francisco, CA 94105 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 504 | 18.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 34 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,397 | 20.8 |
| By Discretionary | ||
| Discretionary | 5,397 | 20.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,397 | 20.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 20.8 | |
| Total | 5,397 | 20.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Johnson Investment Counsel Inc
✚
|
OH | 22.98 B |
|
Summit Financial LLC
✚
|
NJ | 22.47 B |
|
Vident Advisory LLC
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|
GA | 22.02 B |
|
Lincoln Investment Planning LLC
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|
PA | 21.99 B |
|
Edgewood Management LLC
✚
|
CT | 21.52 B |
|
Highland Associates Inc
✚
|
AL | 20.99 B |
|
Western Asset Management Company Limited
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|
20.09 B | |
|
Choreo LLC
✚
|
IL | 19.14 B |
|
Burgundy Asset Management Ltd
✚
|
19.09 B | |
|
Letko Brosseau & Associates Inc
✚
|
18.83 B |