CRD: 299027
Baker Street Asset Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Between November 7, 2018 and November 22, 2019, reported AUM decreased 8.2%, from $50.0M to $45.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 91 clients, or 45.5 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on February 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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%
Showing 2 of 2 owners & executives
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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
SMA allocation detail is available
Baker Street Asset Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.