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BAKER STREET ADVISORS, LLC
CRD 128066 · SEC 801-62370
575 MARKET STREET, SUITE 600, SAN FRANCISCO, CA, 94105, United States
Phone
415-344-6180
Fax
415-344-6190
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$20.77B
Discretionary AUM
$20.77B
Team
63 total employees; 15 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 504 | $18.05B |
| Charitable organizations | 34 | $2.73B |
States served
AZ, CA, CO, LA, MA, NY, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD