Baron Capital Management Inc

Search
⚲

Baron Capital Management Inc ✚
CRD #	110791
SEC #	801-18656
CIK #
AUM	10.79 B (2026-05-29)
Employees	221 (19% Investors, 32% Brokers)
Fees
Minimum
Phone	212-583-2000
Address	767 Fifth Avenue New York, NY 10153-0023
Source	[IAPD] [Website] [Twitter] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
Other	Baronx Cayman LP	[2025-05-21]	8.4 M	54.5 M
	Filed 2025-11-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Baronx II Cayman LP	[2025-05-21]	7.0 M	44.0 M
	Filed 2025-11-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Baronx II LP	[2025-05-21]	158.2 M	1,048.6 M
	Filed 2025-11-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Commission $159,408 · Net Assets Decline to Disclose
Other	Baronx LP	2022-05-24		4,530.2 M
Other	Baron Innovators Fund LP	[2018-05-25]	18.8 M	11.7 M
	Filed 2023-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Baron Emerging Markets Fund Ltd	[2017-05-22]	170.8 M	133.1 M
	Filed 2025-07-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Baron USA Partners Fund Ltd	2012-05-31		590.8 M
Other	Castle Advisers LP	[2012-05-31]		818.5 M

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)	15	0.4
(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	7	7.1
(g) Pension and profit sharing plans	10	2.3
(h) Charitable organizations	3	0.3
(i) State or municipal government entities	3	0.1
(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	7	0.5
(n) Other	80	0.2
Total	125	10.8
By Discretionary
Discretionary	125	10.8
Non-Discretionary	0	0.0
Total	125	10.8
By Non-United States Persons
Non-United States Persons		0.7
United States Persons		10.1
Total	125	10.8

Form D Directors	Role	# Filings	# Firms
Stuart Bernstein	Director	9	2
Baron Capital Management GP LLC	Executive Officer	6	2
Baron Capital Management Inc	Executive Officer	6	2
Linda Martinson	Director	3	2
Rachel Stern	Director	3	2
Stephen Stieglitz	Director	2	2

Related Firms	State	AUM
BAMCO Inc ✚	NY	39.51 B
Baron Capital Management Inc ✚	NY	10.79 B

Comparable Firms	State	AUM
AB Private Credit Investors LLC ✚	TX	11.36 B
PT Asset Management LLC ✚	IL	11.35 B
Generation Investment Management US LLP ✚	CA	10.54 B
Mill Creek Capital Advisors LLC ✚	PA	10.47 B
Sprott Asset Management USA Inc ✚	CT	10.12 B
Brown Advisory Investment Solutions Group LLC ✚	MD	9,838.9 M
SignatureFD LLC ✚	GA	9,675.9 M
GAM International Management Limited ✚		9,416.1 M
Tolleson Private Wealth Management LLC ✚	TX	9,258.8 M
Procyon Advisors LLC ✚	CT	9,204.3 M

Assets, Funds, Holdings