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BAKER BROTHERS INVESTMENTS

Legal name: BAKER BROS. ADVISORS LP

CRD 158149File 801-73446
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$28.15B
Top 10% of cohort (national)
Discretionary AUM
$28.15B
Clients
2
2 accounts
Employees
60
Top 10% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Mar 5, 2012
Principal office
860 WASHINGTON STREET, 3RD FLOOR, NEW YORK, NY, 10014
Phone
212-339-5600
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$28.15B
Discretionary AUM
$28.15B
Non-discretionary AUM
$0
Discretionary accounts
2
Non-discretionary accounts
0
Total accounts
2
AUM per client
$14.07B

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles2$28.15B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

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
Yes

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees5660increased by4
Apr 1, 2026AUM$18,024,640,582$28,147,892,952increased by$10,123,252,370
May 1, 2025
vs Oct 1, 2022
Employees5056increased by6
May 1, 2025
vs Oct 1, 2022
AUM$25,706,057,815$18,024,640,582decreased by$7,681,417,233
May 1, 2025
vs Oct 1, 2022
Accounts32decreased by1
Apr 1, 2022Employees4850increased by2
Apr 1, 2022AUM$35,774,995,567$25,706,057,815decreased by$10,068,937,752
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BAKER BROTHERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAKER BROTHERS” 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.