BAKER STREET ASSET MANAGEMENT, LLC

Overview

Baker Street Asset Management, LLC is an independent, owner-operated registered investment adviser that focuses on portfolio management and financial planning for individuals and small businesses. The firm charges fees as a percentage of assets under management and operates alongside an insurance brokerage activity, so its client solutions can include insurance-related products in addition to investment portfolios. Registered in 2018, the firm serves a mostly individual and family client base, manages assets on a discretionary basis, and does not present itself as an active ESG investor or a multi-state adviser. Investment activity at Baker Street is centered on liquid equity exposure. The firm shows a clear preference for exchange-traded equities — both ETFs and listed stocks — as the primary building blocks of client portfolios. It does not position itself as a capital allocator to third‑party alternative fund managers and there’s no indication of pension consulting or related-adviser structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices