Baron Capital Management, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 110791
- Registered since
- April 15, 1983
- Website
- www.baroncapitalgroup.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, JEFFERIES LLC, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles65.85%
- Pension & Profit Sharing Plans20.99%
- Corporations / Businesses4.27%
- HNWI3.38%
- Charitable Organizations2.92%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Baron Capital Management, Inc. is a corporate registered investment adviser that has been SEC-registered since 1983. The firm serves both high‑net‑worth individuals and families as well as institutional clients, providing portfolio management across individual accounts, pooled investment vehicles, and institutional mandates. It charges fees as a percentage of assets under management and operates as an adviser, sponsor and general partner/manager for pooled vehicles rather than as a third‑party capital allocator. Baron does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Non-Exchange Traded Equities67%
- Exchange Traded Equities33%
Owners & executives
3 of 4
Ronald Baron
Chairman, Chief Executive Officer, and Portfolio ManagerCRD 13187
Louis Beasley
Associate Partner, Chief Compliance OfficerCRD 3156061
Jane Liang
CFOCRD 7931027
Contacts
3 of 7
Clifford Greenberg
Senior Vice President and Portfolio ManagerCRD 2292041
Susan Robbins
Vice PresidentCRD 840688
Andrew Peck
SVP, Portfolio ManagerCRD 5348729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 767 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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