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Baker Street Advisors, LLC

Baker Street Advisors, LLC. CRD 128066

Baker Street Advisors, LLC logo

CRD: 128066

Baker Street Advisors, LLC

SAN Francisco, CA, 94105
4153446180
www.bakerstreetadvisors.com
$20.8B Total AUM
$20.8B Disc. AUM
16.6% 3Y CAGR
63 Employees
538 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
MeridianRadial legacy
Established Date
09-01-2003
Office Locations
1

Office Locations

575 Market Street Suite 600 SAN Francisco CA

About Baker Street Advisors, LLC

Baker Street Advisors is a San Francisco-based wealth manager providing family office services, investment management, taxable transition management, and integrated wealth planning alongside clients' CPAs and estate attorneys. The firm uses an endowment-inspired, data-driven allocation approach emphasizing diversification, low fees, selective active management, and after-tax results, supported by meaningful purchasing power. Clients work with a dedicated team (at least two professionals). Featured in Barron's, Forbes, FT, and Bloomberg.

Team overview

-- AVG AGE
$1.4B AVG AUM / ADVISOR
$38.6M AVG AUM / CLIENT
7 yrs AVG TENURE
63 Employees
15 Advisory Reps
0 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Glacier capital Harbor Oak Fusion oak

Custodian

Crest Bridge Focus element

Investment Themes

Zenith radial Timber radial Insight oak Glacier ember

Investment Vehicles

Matrix catalyst Alpha vital Insight

Services

Legacy zenith Horizon glacier Capital summit Crest beacon Beacon matrix Horizon optima Catalyst Optima Signal focus Crest timber

Technology

Atlas bridge Peak quantum

Owner & Executives

JEFFREY WAYNE COLIN

JEFFREY WAYNE COLIN

Advisor, DIRECTOR, Managing Member

CRD
--
Ownership
5% but less than 10%
(364) 300-9040
timber.foundation@insightcapital.com
in linkedin.com/in/vertex-zenith
JAMES EDWARD MILLIGAN

JAMES EDWARD MILLIGAN

Partner

CRD
--
Ownership
5% but less than 10%
(964) 745-1680
eagle.value@wavecapital.com
in linkedin.com/in/element-alpha
F

Foundation alpha

Eagle timber capital

CRD
#22744
Ownership
24.7%
(282) 305-5905
crest.prime@momentumcapital.com
in linkedin.com/in/capital-frontier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-24-2022
03-29-2023
03-28-2024
10-10-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $20,770,000,000 $3,848,434
Non-Discretionary $0 --
Total $20,770,000,000 $3,848,434

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Separately Managed Accounts

Total SMA Asset: $20,770,000,000

$20.8B Total SMA
Equity - Exchange:
8.0%
Public Funds:
19.4%
Municipal Bonds:
26.3%
Private Funds:
11.2%
Cash:
22.7%
Other:
12.4%
Asset class Assets Assets %
Equity - Exchange $461,775,803 8.0%
Public Funds $1,119,806,321 19.4%
Municipal Bonds $1,518,087,951 26.3%
Private Funds $646,486,124 11.2%
Cash $1,310,288,840 22.7%
Other $715,752,494 12.4%
Total $5,772,197,533 100.0%

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