SAN FRANCISCO, CACRD 128066Latest ADV March 31, 2026
Baker Street Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $20.8B in regulatory assets under management, 63 employees, and 5,397 accounts.
Assets Under Management
$20.8B
Employees
63
Offices
--
Total Clients
538
Primary office
SAN FRANCISCO, CA
575 MARKET STREET, SUITE 600, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 93.7% of total clients.
Top client categories% of clientsClients
1
HNWI
93.7%
504
2
Charitable
6.3%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$20.8Bas of March 31, 2026
Discretionary100.0%
$20.8B
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$20.8B
Total Accounts5,397
10Y AUM Change+$14.5B (+229.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees63
Clients per Employee9:1
10Y Employee Change+26 (+70.3%)
* 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.