← Back to searchVisit website
BAKERAVENUE
BAKER AVENUE ASSET MANAGEMENT, LP
CRD 132657 · SEC 801-63576
ONE EMBARCADERO CENTER, STE 2530, SAN FRANCISCO, CA, 94111, United States
Phone
415-986-1110
Fax
415-986-4140
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.09B
Discretionary AUM
$4.82B
Team
57 total employees; 29 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Partnership
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 303 | $322.2M |
| High net worth individuals | 716 | $4.46B |
| Charitable organizations | 5 | $302.1M |
States served
AZ, CA, CO, GA, ID, IL, IN, LA, MD, MA, MI, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD