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| Happy Holidays!! thanks for using AUM13F!! |
| Baron Capital Management Inc
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| CRD # | 110791 |
| SEC # | 801-18656 |
| CIK # | |
| AUM | $5.8 B (2025-05-21) |
| Employees | 208 (21% Investors, 26% Brokers) |
| Phone | 212-583-2000 |
| Address | 767 Fifth Avenue New York, NY 10153-0023 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Baronxai Cayman LP | [2025-05-21] | 3.5 | 9.7 |
| Other | Baronxai LP | [2025-05-21] | 70.3 | 213.8 |
| Other | Baronx Cayman LP | [2025-05-21] | 8.0 | 13.4 |
| Other | Baronx LP | 2022-05-24 | 1,451.7 | |
| Other | Baron Innovators Fund LP | [2018-05-25] | 18.8 | 11.7 |
| Other | Baron Emerging Markets Fund Ltd | [2017-05-22] | 163.8 | 107.8 |
| Other | Baron USA Partners Fund Ltd | 2012-05-31 | 239.0 | |
| Other | Castle Advisers LP | [2012-05-31] | 130.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 2.3 |
| (g) Pension and profit sharing plans | 9 | 2.3 |
| (h) Charitable organizations | 5 | 0.2 |
| (i) State or municipal government entities | 3 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.3 |
| (n) Other | 78 | 0.2 |
| Total | 124 | 5.8 |
| By Discretionary | ||
| Discretionary | 124 | 5.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 124 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 4.8 | |
| Total | 124 | 5.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Stuart Bernstein | 9 | ||
| Baron Capital Management GP LLC | 6 | ||
| Baron Capital Management Inc | 6 | ||
| Linda Martinson | 3 | ||
| Rachel Stern | 2 | ||
| Stephen Stieglitz | 2 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
BAMCO Inc
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|
NY | 38.2 |
|
Baron Capital Management Inc
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|
NY | 5.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chilton Investment Services LLC
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|
CT | 6.9 |
|
Prairie Capital Management Group LLC
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|
MO | 6.7 |
|
Dimension Capital Management LLC
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|
FL | 6.6 |
|
1888 Investments LLC
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|
CO | 5.8 |
|
White Oak Global Advisors LLC
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|
CA | 5.4 |
|
Permanens Capital LP
✚
|
SC | 4.9 |
|
360 One Asset Management Limited
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|
4.8 | |
|
Aetos Alternatives Management LP
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|
NY | 4.7 |
|
Sprott Asset Management USA Inc
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|
CT | 4.6 |
|
Seven Bridges Advisors LLC
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|
NY | 4.6 |