$5.1B Total AUM
$4.8B Disc. AUM
29.8% 3Y CAGR
57 Employees
1,025 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Summit
- Established Date
- 10-18-2004
- Office Locations
- 10
Office Locations
12636 High Bluff DR STE 400-11722 DEL MAR CA
301 Battery ST Floor 2 SAN Francisco CA
550 Reserve ST STE 210 Southlake TX
About Bakeravenue
BakerAvenue is a San Francisco-based wealth management firm providing integrated financial, investment, tax, and estate planning, including family office support. The team advises on concentrated stock strategies, impact investing, and allocations that may include alternative and real estate investments, with guidance through major personal and professional transitions. Notably, the firm is a certified B Corporation and a PRI signatory.
Team overview
41 AVG AGE
$175.4M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
5.7 yrs AVG TENURE
57 Employees
29 Advisory Reps
29 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Prime Oak Zenith Wave momentum Element Vertex ridge Vector Radial
Client Personas
Timber matrix
Custodian
Frontier
Investment Themes
Insight prime Legacy capital Harbor alpha Matrix Ridge
Investment Vehicles
Matrix insight Value
Platform
Capital summit Element
Services
Unison Bridge Atlas Catalyst Pioneer alpha North foundation
Technology
Bridge
Owner & Executives
SIMON GARETH BAKER JR
Executive Chairman, PARTNER
- CRD
- #2440645
- Ownership
- 50% but less than 75%
(962) 394-8169
focus.vertex@vitalcapital.com
in linkedin.com/in/element-beacon
DOUG SCOTT COUDEN
Chief Investment Officer, PARTNER
- CRD
- #2393436
- Ownership
- 5% but less than 10%
(981) 494-5005
legacy.pathway@timbercapital.com
in linkedin.com/in/wave-value
C
Capital north
Peak radial matrix
- CRD
- #44704
- Ownership
- 18.2%
(643) 595-7718
ember.vector@foundationcapital.com
in linkedin.com/in/timber-peak
Showing 2 of 10 owners & executives
Unlock allContacts
JONATHAN MICHAEL BERNSTEIN
Wealth Advisor
- CRD
- #4517136
(723) 799-8697
matrix.matrix@beaconcapital.com
in linkedin.com/in/peak-timber
JULIA BIALEK
Wealth Advisor
- CRD
- #7435606
(883) 948-1070
pioneer.matrix@matrixcapital.com
in linkedin.com/in/momentum-fusion
F
Focus element
Legacy timber north
- CRD
- #35692
(897) 529-1295
oak.insight@optimacapital.com
in linkedin.com/in/vertex-ridge
Showing 2 of 36 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,819,175,881 | $1,382,437 |
| Non-Discretionary | $266,860,760 | $1,308,141 |
| Total | $5,086,036,641 | $1,378,330 |
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Separately Managed Accounts
Total SMA Asset: $5,086,036,641
Equity - Exchange:
7.9% Public Funds:
20.4% Cash:
9.1% Corporate - Investment Grade:
20.8% Municipal Bonds:
6.8% Other:
25.0% Private Funds:
10.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $78,040,393 | 7.9% |
| Public Funds | $201,522,028 | 20.4% |
| Cash | $89,894,630 | 9.1% |
| Corporate - Investment Grade | $205,473,440 | 20.8% |
| Municipal Bonds | $67,174,009 | 6.8% |
| Other | $246,963,270 | 25.0% |
| Private Funds | $98,785,308 | 10.0% |
| Total | $987,853,078 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL EMBER QUANTUM | ATLAS OAK | ART1P6ME0 | EZA | 10.26% | $49,002,217 |
| FUSION FRONTIER | TIMBER MERIDIAN | 8BCJ6RCM7 | UXDNJ | 0.78% | $98,429,622 |
| PATHWAY ELEMENT UNISON | GLACIER SUMMIT | JLJ13J6WC | NJX | 7.26% | $49,267,407 |
| GLACIER QUANTUM | EAGLE MATRIX | 46A8UETPG | JVO | 5.55% | $22,308,960 |
| UNISON SUMMIT SUMMIT | BEACON TIMBER | 0PS8L0G8C | NDX | 3.58% | $11,901,592 |
| ELEMENT MATRIX PATHWAY | QUANTUM FOUNDATION | AO2DULGW5 | EZWP | 7.10% | $69,093,211 |
| PRIME INSIGHT BRIDGE | PRIME MOMENTUM | 9RKWT3WHH | LPZ | 2.96% | $20,159,056 |
| OAK HARBOR MATRIX | GLACIER GLACIER | BSCI7J18C | MEOM | 5.89% | $52,506,236 |