Domestic entity
EntityAFFILIATED MANAGERS GROUP, INC.StatusMEMBERReported since01/2015Ownership50% but less than 75%Control personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 09/2003
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 03/2007
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2017
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2014
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2015
- Type
- Domestic entity
- Control person
- No
- Ownership
- 50% but less than 75%
- Reported since
- 01/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 11/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2026
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 02/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Jeffrey Wayne Colin | Managing Member | 09/2003 | Individual | Yes | 5% but less than 10% |
| Christopher John Wilkens | Partner & Ceo | 03/2007 | Individual | Yes | 5% but less than 10% |
| James Edward Milligan | Partner | 01/2017 | Individual | Yes | 5% but less than 10% |
| Jennifer Lynn Bonvechio | Partner | 01/2014 | Individual | Yes | Less than 5% |
| Llc Watson Acquisition | Manager Member | 04/2015 | Domestic entity | No | 50% but less than 75% |
| Wendy Anne Umphrey | Partner | 01/2020 | Individual | Yes | Less than 5% |
| Adam Trevor Elegant | Partner | 11/2019 | Individual | Yes | Less than 5% |
| Ryan Edward Murray | Managing Director | 04/2023 | Individual | Yes | Less than 5% |
| Annie Endozo Roth | Managing Director | 12/2023 | Individual | Yes | Less than 5% |
| Alexander Gosselin Gannon | Managing Director | 12/2023 | Individual | Yes | Less than 5% |
| Jeffrey Michael Bardini | Managing Director | 12/2023 | Individual | Yes | Less than 5% |
| Jordan Christopher Kienzle | Partner | 10/2024 | Individual | Yes | Less than 5% |
| Henry Tran | Chief Compliance Officer | 03/2026 | Individual | No | Less than 5% |
| Peter L Hand | Partner & Cio | 02/2026 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityAMG WEALTH PARTNERS, LPStatusLIMITED PARTNERReported since03/2011Ownership50% but less than 75%Control personYes
Domestic entity
EntityAMG WEALTH PARTNERS, LPStatusGENERAL PARTNERReported since12/2011OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityAMG WP LP HOLDINGS, LLCStatusSERIES A MEMBER AND MANAGERReported since03/2011Ownership50% but less than 75%Control personYes
Domestic entity
EntityAMG WP GP HOLDINGS CORP.StatusSOLE SHAREHOLDERReported since12/2011Ownership50% but less than 75%Control personYes
Owners & Executives
Source: Form ADVJW
Jeffrey Wayne Colin
Managing Member
RE
Ryan Edward Murray
Managing Director
AE
Annie Endozo Roth
Managing Director
AG
Alexander Gosselin Gannon
Managing Director
JM
Jeffrey Michael Bardini
Managing Director
HT
Henry Tran
Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives14
Indirect ownership records5
Regulatory statusSEC registered investment adviser
SEC registration dateSep 22, 2003
CRD number128066