|
⚲
|
| Baker Street Advisors LLC
✚
|
|
|---|---|
| CRD # | 128066 |
| SEC # | 801-62370 |
| CIK # | |
| AUM | $17.8 B (2025-04-18) |
| Employees | 62 (26% Investors, 0% Brokers) |
| Phone | 415-344-6180 |
| Address | 575 Market Street San Francisco, CA 94105 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 501 | 16.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 34 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 535 | 17.8 |
| By Discretionary | ||
| Discretionary | 535 | 17.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 535 | 17.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.8 | |
| United States Persons | 0.0 | |
| Total | 535 | 17.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CSOP Asset Management Limited
✚
|
18.9 | |
|
Lincoln Investment Planning LLC
✚
|
PA | 18.9 |
|
C Worldwide Asset Management Fondsmaeglerselskab A/S
✚
|
18.5 | |
|
Choreo LLC
✚
|
IL | 18.2 |
|
Comprehensive Financial Management LLC
✚
|
CA | 17.9 |
|
Letko Brosseau & Associates Inc
✚
|
17.2 | |
|
W1M Investment Management Limited
✚
|
17.1 | |
|
Merganser Capital Management LLC
✚
|
MA | 17.1 |
|
F/m Investments LLC
✚
|
DC | 16.9 |
|
Guideline Investments LLC
✚
|
CA | 16.5 |