Firm profile

BARON CAPITAL MANAGEMENT, INC.

NEW YORK, NYCRD 110791Latest ADV October 30, 2025

Baron Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated October 30, 2025, reports $5.8B in regulatory assets under management, 208 employees, 1 office, and 124 accounts.

Assets Under Management
$5.8B
Employees
208
Offices
1 office
Total Clients
124
Primary office
NEW YORK, NY
767 FIFTH AVENUE, 48TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEORonald S. Baron
CCOLouis B. Beasley
COOPatrick M. Patalino

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentWRAP ACCOUNTS & OTHER represent 62.9% of total clients.
Top client categories% of clientsClients
1
WRAP ACCOUNTS & OTHER
62.9%
78
2
HNWI
12.1%
15
3
Pension Plans
7.3%
9
4
Pooled Investment Vehicles
5.6%
7
5
Corporations
4.8%
6
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.8Bas of October 30, 2025
Discretionary100.0%
$5.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$5.8B
Total Accounts124
10Y AUM Change+$4.8B (+502.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees208
Clients per Employee1:1
10Y Employee Change+67 (+47.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.