BAKER STREET ADVISORS, LLC
Adviser information for BAKER STREET ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 60 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4,628 | $14.5B |
| Non-Discretionary | 0 | $0 |
| Total | 4,628 | $14.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 479 | $13.5B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 25 | $1.0B |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-62370 |
|---|---|
| SEC ERA File Number | 801-62370 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 128066 |
| Legal Entity Identifier | None |
Principal Office
575 MARKET STREETSUITE 600
SAN FRANCISCO
CA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 415-344-6180, Fax: 415-344-6190
Chief Compliance Officer
JENNIFER BONVECHIO
PARTNER
575 MARKET STREET
SUITE 600
SAN FRANCISCO
CA
United States
Tel:
415-344-6184
Fax:
415-344-6190
J*******@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COLIN, JEFFREY, WAYNE | Individual | – | MANAGING MEMBER | 09/2003 | 5-10% |
| VANDENAKKER, MICHAEL | Individual | – | PARTNER | 02/2004 | < 5% |
| WILKENS, CHRISTOPHER, JOHN | Individual | – | PARTNER | 03/2007 | 5-10% |
| MILLIGAN, JAMES, EDWARD | Individual | – | PARTNER | 01/2017 | 5-10% |
| BONVECHIO, JENNIFER, LYNN | Individual | – | PARTNER/CCO | 01/2014 | < 5% |
| AMG WEALTH PARTNERS, LP | Domestic Entity | AFFILIATED MANAGERS GROUP, INC. | MEMBER | 01/2015 | 50-75% |
| WATSON ACQUISITION, LLC | Domestic Entity | – | MANAGER MEMBER | 04/2015 | 50-75% |
| PELANT, HEATHER, LEIGH | Individual | – | PARTNER | 01/2020 | < 5% |
| UMPHREY, WENDY, ANNE | Individual | – | PARTNER | 01/2020 | < 5% |
| AMG WP LP HOLDINGS, LLC | Domestic Entity | AMG WEALTH PARTNERS, LP | LIMITED PARTNER | 03/2011 | 50-75% |
| AMG WP GP HOLDINGS CORP. | Domestic Entity | AMG WEALTH PARTNERS, LP | GENERAL PARTNER | 12/2011 | |
| AFFILIATED MANAGERS GROUP, INC. | Domestic Entity | AMG WP LP HOLDINGS, LLC | SERIES A MEMBER AND MANAGER | 03/2011 | 50-75% |
| AFFILIATED MANAGERS GROUP, INC. | Domestic Entity | AMG WP GP HOLDINGS CORP. | SOLE SHAREHOLDER | 12/2011 | 50-75% |
| ELEGANT, ADAM, TREVOR | Individual | – | PARTNER | 11/2019 | < 5% |
| MURRAY, RYAN, EDWARD | Individual | – | MANAGING DIRECTOR | 04/2023 | < 5% |
| ROTH, ANNIE, ENDOZO | Individual | – | MANAGING DIRECTOR | 12/2023 | < 5% |
| Gannon, Alexander, Gosselin | Individual | – | MANAGING DIRECTOR | 12/2023 | < 5% |
| Bardini, Jeffrey, Michael | Individual | – | MANAGING DIRECTOR | 12/2023 | < 5% |