CRD: 299027
Baker Street Asset Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Momentum timber
- Established Date
- 12-13-2018
- Office Locations
- 1
Office Locations
About Baker Street Asset Management, LLC
Baker Street Advisors is a Sausalito, CA wealth manager providing high-touch client service, family office support, wealth planning, and tax-aware transition management. The team builds endowment-informed, data-driven portfolios focused on diversification, minimizing fees, and using active management selectively, with allocations designed to maximize after-tax, after-fee, risk-adjusted returns. Notably, they cite $13B in collective purchasing power to negotiate lower costs and have been featured in Barron’s, Forbes, FT, and Bloomberg.
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Investment Themes
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Services
Technology
Owner & Executives
TECHI PUGEDA CARREON
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4364726
- Ownership
- 50% but less than 75%
AARON THOMAS LEONE
Financial Advisor, General Partner
- CRD
- #2819579
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,576,471 | $849,929 |
| Non-Discretionary | $0 | -- |
| Total | $91,576,471 | $849,929 |
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Separately Managed Accounts
Total SMA Asset: $91,576,471
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $655,375,071 | 16.5% |
| Cash | $1,545,096,379 | 38.9% |
| Public Funds | $397,197,013 | 10.0% |
| U.S. Government/Agency | $1,374,301,662 | 34.6% |
| Total | $3,971,970,125 | 100.0% |