Baker Street Advisors

Also known as Baker Street

Wealth ManagerSan Francisco, United StatesFounded 2003
$14.0B
Assets Under Management
San Francisco
Headquarters

About Baker Street Advisors

Baker Street Advisors is a wealth management firm based in San Francisco, California. Established in 2003, the firm provides its services to financially successful families and individuals. The firm specializes in quantifying their client's needs and resources, organizing assets and liabilities, and ensuring coordination across estate planning needs, tax planning needs, and insurance needs. The firm provides services like investment management, alternative investments, wealth planning, family office services, and tax transition management. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Preferred Investment Types

BuyoutPrivate EquityFund of FundsGrowth/ExpansionHedge FundReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Baker Street Advisors?

Baker Street Advisors is a wealth manager based in San Francisco, United States, managing approximately $14.0B in assets.

Where is Baker Street Advisors headquartered?

Baker Street Advisors is headquartered in San Francisco, United States.

How much does Baker Street Advisors manage?

Baker Street Advisors manages approximately $14.0B in assets under management.

When was Baker Street Advisors founded?

Baker Street Advisors was founded in 2003.

What does Baker Street Advisors invest in?

Baker Street Advisors focuses on Buyout, Private Equity, Fund of Funds, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Early Stage.

How can I contact Baker Street Advisors?

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