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BAKER STREET ASSET MANAGEMENT, LLC

CRD 299027 · SEC 801-114193

1 HARBOR DRIVE, SUITE 300, SAUSALITO, CA, 94965, United States

Phone

877-564-5175

Fax

Registration

— (—)

Source

State registered

Total AUM

$91.6M

Discretionary AUM

$91.6M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals58$17.9M
High net worth individuals33$73.7M

Official SEC filing: View on IAPD