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 is a limited partnership operating as a hedge fund that provides portfolio management for pooled investment vehicles. The firm is SEC-registered since 2012 and serves an institutional client base. It functions as sponsor/GP/managing member of pooled vehicles rather than as a traditional capital allocator or pension consultant. Its fee arrangement combines a percentage of assets under management with performance-based fees. Baker Brothers does not self-identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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