OCIO Intelligence
← Back to Discover
Baker Street Advisors, LLC logo

Baker Street Advisors, LLC

SAN FRANCISCO, CA

Form ADV and provider website profile · CRD 128066 · regulatory data as of Jul 30, 2026

CompareWebsite

This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Baker Street Advisors, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$20.8BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
5,397Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$20.8BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameBAKER STREET ADVISORS, LLC

CRD number128066

Firm foundedNot reported

SEC registration dateSep 22, 2003

Employees63

Advisory professionals15

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

575 MARKET STREET, SUITE 600, SAN FRANCISCO, CA, 94105

415-344-6180

https://bakerstreetadvisors.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$20.8B

As of Jul 30, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth86.9%$18.0B
Charities13.1%$2.7B

Percentages and AUM are shown from the same reported Form ADV client-type records.