FORT BAKER CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2018
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$215M
Accounts
5
Employees
9
Advisory reps
3

Firm details

Headquarters
LARKSPUR, California
CRD number
282926
Registered since
April 6, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles62.26%
  • Investment Companies37.74%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fort Baker Capital Management LP is a limited partnership that operates as a hedge fund focused on institutional clients. The firm registered with the SEC in 2018 and provides portfolio management for investment companies and pooled investment vehicles. It also serves as sponsor/GP and managing member of pooled structures, and it charges both an asset-based fee and performance-based fees. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • STEVEN PIGOTT

    Founder and CIOCRD 3093954

  • Alla Yakov-Collins

    Chief Financial OfficerCRD 7062069

Contacts

1 of 1
  • Shaun Sparkman

    Senior AnalystCRD 2237379

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$10.5M in ETFs

Passive

100%

$10.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANECK SEMICONDUCTOR ETF (SMH)VanEckPassiveTechnology$4M10,40938.04%

Location

Primary office

LARKSPUR, CA

MARIN

Location

LARKSPUR, CA

Headquartered in LARKSPUR, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
700 Larkspur Landing Cir
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth