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⚲
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| Baron Capital Management Inc
✚
| |
|---|---|
| CRD # | 110791 |
| SEC # | 801-18656 |
| CIK # | |
| AUM | $4.1 BB (2024-05-29) |
| Employees | 210 (21% Investors, 28% Brokers) |
| Phone | 212-583-2000 |
| Address | 767 Fifth Avenue New York, NY 10153-0023 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Baronx LP | 2022-05-24 | 499.8 | |
| Other | Baron Innovators Fund LP | [2018-05-25] | 18.8 | 11.7 |
| Other | Baron Emerging Markets Fund Ltd | [2017-05-22] | 163.8 | 106.5 |
| Other | Baron USA Partners Fund Ltd | 2012-05-31 | 149.4 | |
| Other | Castle Advisers LP | [2012-05-31] | 130.5 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.9 |
| (g) Pension and profit sharing plans | 10 | 2.2 |
| (h) Charitable organizations | 6 | 0.2 |
| (i) State or municipal government entities | 4 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.3 |
| (n) Other | 79 | 0.2 |
| Total | 126 | 4.1 |
| By Discretionary | ||
| Discretionary | 126 | 4.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 126 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 3.3 | |
| Total | 126 | 4.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Stuart Bernstein | 9 | ||
| Baron Capital Management GP LLC | 6 | ||
| Baron Capital Management Inc | 6 | ||
| Linda Martinson | 3 | ||
| Stephen Stieglitz | 2 | ||
| Rachel Stern | 1 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
BAMCO Inc
✚
|
NY | 39.1 |
|
Baron Capital Management Inc
✚
|
NY | 4.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Seven Bridges Advisors LLC
✚
|
NY | 4.6 |
|
Sprott Asset Management USA Inc
✚
|
CT | 4.6 |
|
Permanens Capital LP
✚
|
SC | 4.5 |
|
G10 LLC
✚
|
MD | 4.3 |
|
Certuity LLC
✚
|
FL | 4.0 |
|
Southeast Asset Advisors LLC
✚
|
GA | 3.7 |
|
Reynders McVeigh Capital Management LLC
✚
|
MA | 3.7 |
|
East Rock Capital LLC
✚
|
NY | 3.6 |
|
Wildcat Capital Management LLC
✚
|
NY | 3.5 |
|
Raine Capital LLC
✚
|
NY | 3.5 |