Baker Street Advisors, LLC
SAN FRANCISCO, CA
Form ADV and provider website profile · CRD 128066 · regulatory data as of Jul 30, 2026
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.
$20.8BTotal Firm AUM
$20.8BDiscretionary AUM
$0Non-discretionary AUM
5,397Total accounts
5,397Discretionary accounts
0Non-discretionary accounts
Client Mix by Firm AUM
$20.8BFirm AUM
High-Net-Worth86.9%
Charities13.1%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth86.9%
504 clients$18.0B firm assets
Charities13.1%
34 clients$2.7B firm assets
Reported total538 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $18.0B | 504 | 86.9% |
| Charities | $2.7B | 34 | 13.1% |
| Reported total | $20.8B | 538 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…