Baker Brothers Investments

RIASEC RegisteredEst. 2012
Total AUM
$28.1B
Discretionary
$28.1B
100% of AUM
Avg account
$14.1B
Accounts
2
Employees
60
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
158149
Registered since
March 5, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Baker Brothers Investments operates as a limited partnership organized as a hedge fund and has been SEC-registered since 2012. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles, acting as sponsor, general partner and managing member of those vehicles. Its compensation model combines a percentage-of-assets fee with performance-based fees. Baker Brothers is not flagged as an active ESG investor and is not classified as a multi-state adviser or a capital allocator in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Alexandra Toohey

    Chief Financial OfficerCRD 5926044

Contacts

3 of 3
  • Felix Baker

    Limited PartnerCRD 6019179

  • Scott Lessing

    President, CCOCRD 4992270

  • Julian Baker

    Limited PartnerCRD 2388299

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
860 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth