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| Baron Capital Management Inc
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|
|---|---|
| CRD # | 110791 |
| SEC # | 801-18656 |
| CIK # | |
| AUM | $10.8 B (2026-05-29) |
| Employees | 221 (19% Investors, 32% Brokers) |
| Phone | 212-583-2000 |
| Address | 767 Fifth Avenue New York, NY 10153-0023 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Baronx Cayman LP | [2025-05-21] | 8.4 | 54.5 |
| Other | Baronx II Cayman LP | [2025-05-21] | 7.0 | 44.0 |
| Other | Baronx II LP | [2025-05-21] | 158.2 | 1,048.6 |
| Other | Baronx LP | 2022-05-24 | 4,530.2 | |
| Other | Baron Innovators Fund LP | [2018-05-25] | 18.8 | 11.7 |
| Other | Baron Emerging Markets Fund Ltd | [2017-05-22] | 170.8 | 133.1 |
| Other | Baron USA Partners Fund Ltd | 2012-05-31 | 590.8 | |
| Other | Castle Advisers LP | [2012-05-31] | 818.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 7.1 |
| (g) Pension and profit sharing plans | 10 | 2.3 |
| (h) Charitable organizations | 3 | 0.3 |
| (i) State or municipal government entities | 3 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.5 |
| (n) Other | 80 | 0.2 |
| Total | 125 | 10.8 |
| By Discretionary | ||
| Discretionary | 125 | 10.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 125 | 10.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 10.1 | |
| Total | 125 | 10.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Stuart Bernstein | 9 | 2 | ||
| Baron Capital Management GP LLC | 6 | 2 | ||
| Baron Capital Management Inc | 6 | 2 | ||
| Linda Martinson | 3 | 2 | ||
| Rachel Stern | 3 | 2 | ||
| Stephen Stieglitz | 2 | 2 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
BAMCO Inc
✚
|
NY | 39.5 |
|
Baron Capital Management Inc
✚
|
NY | 10.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AB Private Credit Investors LLC
✚
|
TX | 11.4 |
|
PT Asset Management LLC
✚
|
IL | 11.3 |
|
Generation Investment Management US LLP
✚
|
CA | 10.5 |
|
Mill Creek Capital Advisors LLC
✚
|
PA | 10.5 |
|
Sprott Asset Management USA Inc
✚
|
CT | 10.1 |
|
Brown Advisory Investment Solutions Group LLC
✚
|
MD | 9.8 |
|
SignatureFD LLC
✚
|
GA | 9.7 |
|
GAM International Management Limited
✚
|
9.4 | |
|
Tolleson Private Wealth Management LLC
✚
|
TX | 9.3 |
|
Procyon Advisors LLC
✚
|
CT | 9.2 |