Bakeravenue
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 132657
- Registered since
- October 18, 2004
- Website
- www.bakerave.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.73%
- Individuals6.33%
- Charitable Organizations5.94%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Bakeravenue is an independent registered investment adviser organized as a limited partnership and operating since 2004. The firm acts as a capital allocator for a mix of individual, family and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and investor education through publications and workshops. Compensation is a blend of percentage-of-AUM and fixed fees. Bakeravenue does not identify as an active ESG investor. The firm has been recognized in industry rankings, including placements by the Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020) and Forbes (America’s Top RIA Firms, 2023).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 4
Simon Baker
Founder and CEOCRD 2440645
Gerald Luff
Chief Operating Officer & PartnerCRD 2228420
Doug Couden
Chief Investment Officer & PartnerCRD 2393436
Contacts
3 of 32
Austin Roesler
Senior Wealth Advisory ManagerCRD 7111153
Jonathan Bernstein
Managing DirectorCRD 4517136
Elena Panco
Wealth Advisory ManagerCRD 8018397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 208Active vs passive
$2.1B in ETFs
98%
$2.1B
1%
$35.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $102M | 390,627 | 4.90% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1 Embarcadero Ctr
- Time zone
- PT (UTC-8)
- Office locations
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