BAKER STREET ADVISORS, LLC

RIASEC RegisteredEst. 2003

Total AUM

$20.8B

Discretionary

$20.8B

100% of AUM

Avg account

$3.8M

Accounts

5,397

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 128066
Registered since: September 22, 2003
Website: www.bakerstreetadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.88%
Charitable Organizations13.12%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Baker Street Advisors, LLC is an independent registered investment adviser formed in 2003 that serves high‑net‑worth individuals, families and institutional clients. The firm acts as a capital allocator: it manages discretionary portfolios directly, constructs separately managed account (SMA) solutions and also selects third‑party advisers on behalf of clients. Fee arrangements are flexible — percentage of AUM, hourly and fixed fees are used — allowing the firm to tailor pricing across its client base. Investment activity centers on equity‑oriented portfolio management delivered through SMAs and fund allocations. Baker Street is not an ESG‑focused investor and does not position itself as a pension consultant; instead it emphasizes traditional equity exposure complemented by external manager relationships and sponsored pooled vehicles. The firm has been recognized in industry rankings, appearing in Financial Times and Barron’s lists in recent years.