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BAKERAVENUE
Legal name: BAKER AVENUE ASSET MANAGEMENT, LP
CRD 132657File 801-63576
APPROVED
Retail clients
Custody
Filing as of Sep 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.09B
Top 25% of cohort (national)
Discretionary AUM
$4.82B
Non-discretionary $266.9M
Clients
1,024
3,690 accounts
Employees
57
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 18, 2004
- Principal office
- ONE EMBARCADERO CENTER, STE 2530, SAN FRANCISCO, CA, 94111
- Phone
- 415-986-1110
- Website
- HTTP://WWW.BAKERAVE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.09B
- Discretionary AUM
- $4.82B
- Non-discretionary AUM
- $266.9M
- Discretionary accounts
- 3,486
- Non-discretionary accounts
- 204
- Total accounts
- 3,690
- AUM per client
- $5.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $302.1M |
| High net worth individuals | 716 | $4.46B |
| Individuals (other than high net worth individuals) | 303 | $322.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- 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
- No
- 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 | 46 | 57 | increased by11 |
| Apr 1, 2026 | Clients | 931 | 1,024 | increased by93 |
| Apr 1, 2026 | AUM | $3,771,014,366 | $5,086,036,641 | increased by$1,315,022,275 |
| Apr 1, 2026 | Accounts | 3,138 | 3,690 | increased by552 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 38 | 46 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 752 | 931 | increased by179 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,131,831,873 | $3,771,014,366 | increased by$1,639,182,493 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,270 | 3,138 | increased by868 |
| Aug 1, 2022 | Employees | 28 | 38 | increased by10 |
| Aug 1, 2022 | Clients | 750 | 752 | increased by2 |
| Aug 1, 2022 | AUM | $2,591,438,813 | $2,131,831,873 | decreased by$459,606,940 |
| Aug 1, 2022 | Accounts | 2,080 | 2,270 | increased by190 |
| Apr 1, 2022 | Employees | 26 | 28 | increased by2 |
| Apr 1, 2022 | Clients | 690 | 750 | increased by60 |
| Apr 1, 2022 | AUM | $2,039,786,501 | $2,591,438,813 | increased by$551,652,312 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAKERAVENUE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAKERAVENUE” 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.