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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-18-2004
- Office Locations
- 11
Office Locations
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.
Reported data analysis
What the numbers show
Between August 5, 2025 and June 11, 2026, reported AUM increased 34.9%, from $3.8B to $5.1B.
Across 5 reported observations, AUM increased 138.6% between November 4, 2022 and June 11, 2026, from $2.1B to $5.1B.
Of the latest reported AUM, 94.8% is discretionary and 5.2% is non-discretionary.
The firm reports 29 advisory representatives and 1,025 clients, or 35.3 clients per representative. That equates to $5.0M in reported AUM per client.
The profile lists 11 reported office locations and 21 years in operation. The source data was last updated on August 9, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Bakeravenue record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SIMON GARETH BAKER JR
Executive Chairman, PARTNER
- CRD
- #2440645
- Ownership
- 50% but less than 75%
DOUG SCOTT COUDEN
Chief Investment Officer, PARTNER
- CRD
- #2393436
- Ownership
- 5% but less than 10%
Showing 2 of 10 owners & executives
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JONATHAN MICHAEL BERNSTEIN
Wealth Advisor
- CRD
- #4517136
Jonathan Bernstein
Wealth Advisor, Managing Director
- CRD
- --
Showing 2 of 37 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Bakeravenue has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Bakeravenue's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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