BARON CAPITAL MANAGEMENT, INC.

CRD 110791File 801-18656

APPROVED

Retail clients

Custody

Filing as of May 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$10.79B

Top 10% of cohort (national)

Discretionary AUM

$10.79B

Clients

125 accounts

Employees

221

Top 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Apr 15, 1983
Principal office: 767 FIFTH AVENUE, 48TH FLOOR, NEW YORK, NY, 10153-0023
Phone: 212-583-2000
Website: HTTPS://WWW.X.COM/BARONCAPITALGROUP

Assets & accounts

ADV Item 5F

Total regulatory AUM: $10.79B
Discretionary AUM: $10.79B
Non-discretionary AUM: $0
Discretionary accounts: 125
Non-discretionary accounts: 0
Total accounts: 125
AUM per client: $239.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$460.4M
Charitable organizations	Fewer than 5	$315.0M
High net worth individuals	15	$364.3M
Pooled investment vehicles	7	$7.10B
Pension and profit sharing plans	10	$2.26B
State or municipal government entities	Fewer than 5	$63.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	125	45
Aug 17, 2026	Custody	false	true
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.