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BAKER STREET ADVISORS, LLC
CRD 128066File 801-62370
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20.77B
Top 10% of cohort (national)
Discretionary AUM
$20.77B
Clients
538
5,397 accounts
Employees
63
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 22, 2003
- Principal office
- 575 MARKET STREET, SUITE 600, SAN FRANCISCO, CA, 94105
- Phone
- 415-344-6180
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $20.77B
- Discretionary AUM
- $20.77B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,397
- Non-discretionary accounts
- 0
- Total accounts
- 5,397
- AUM per client
- $38.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 34 | $2.73B |
| High net worth individuals | 504 | $18.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 62 | 63 | increased by1 |
| Apr 1, 2026 | Clients | 535 | 538 | increased by3 |
| Apr 1, 2026 | AUM | $17,800,000,000 | $20,770,000,000 | increased by$2,970,000,000 |
| Apr 1, 2026 | Accounts | 535 | 5,397 | increased by4,862 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 49 | 62 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 433 | 535 | increased by102 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $14,100,000,000 | $17,800,000,000 | increased by$3,700,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,001 | 535 | decreased by3,466 |
| Apr 1, 2022 | Employees | 48 | 49 | increased by1 |
| Apr 1, 2022 | Clients | 434 | 433 | decreased by1 |
| Apr 1, 2022 | AUM | $11,800,000,000 | $14,100,000,000 | increased by$2,300,000,000 |
| Apr 1, 2022 | Accounts | 4,418 | 4,001 | decreased by417 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAKER STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAKER STREET” may also match similarly-named firms). Confirm identity against each filing.
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.