Baker Avenue Asset Management, LP
● SEC registered since 2004CRD 132657SEC# 801-63576San Francisco, CA
Reg. AUM
$7.72B
Employees
66
Accounts
4,200
Location
San Francisco, CA
About Baker Avenue Asset Management
BakerAvenue Wealth Management delivers personalized financial planning, investment management, tax strategies, and family office services. Capabilities also include concentrated stock management and trust and estate planning for complex client needs.
Summary based on the firm’s website.
Baker Avenue Asset Management, LP assets under management
Baker Avenue Asset Management, LP is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2004. It reports $7.7 billion in regulatory assets under management and employs 66 people.
Baker Avenue Asset Management, LP owners & executives
21 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Baam GP, LLC | General Partner Of Baker Avenue Asset Management Lp | Under 5% | 2004 |
| Baam Limited Partner, LLC | Limited Partner Of Baker Avenue Asset Management Lp | Over 75% | 2026 |
| Doug Scott Couden Control | Chief Investment Officer / Partner | 5-10% | 2012 |
| Gerald Meredith Luff Control | Chief Operating Officer / Partner | 5-10% | 2006 |
| Gerry Phillip Oconnell | Partner | Under 5% | 2022 |
| King Shan Lip Control | Chief Strategist / Partner | 5-10% | 2010 |
| Michael Patrick Moran | Chief Compliance Officer | Under 5% | 2026 |
| Scott Christopher Stephens | Managing Director / Partner | Under 5% | 2014 |
| Simon Gareth Baker Control | Executive Chairman / Partner | 25-50% | 2004 |
| Tanya Faye Welch | Partner | Under 5% | 2022 |
See all 21 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Baker Avenue Asset Management, LP manage?
Baker Avenue Asset Management, LP reports $7.7 billion in regulatory assets under management on its Form ADV.
How many employees does Baker Avenue Asset Management, LP have?
Baker Avenue Asset Management, LP reports 66 employees.
Where is Baker Avenue Asset Management, LP located?
Baker Avenue Asset Management, LP is based in San Francisco, CA and has been SEC-registered since 2004.
Does Baker Avenue Asset Management, LP disclose fund performance?
Baker Avenue Asset Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Embarcadero Center, Ste 2530, San Francisco, CA 94111 |
| Phone | 415-986-1110 |
| Fax | 415-986-4140 |
| Office hours | 7 A.M To 5 P.M |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1432529 |
| Discloses disciplinary history | No |
Regulatory AUM
$7.72B▲ 105%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,389 advisers
EmployeesTop 10%
More than 90% of 16,799 advisers
Assets under management
$7.72Bregulatory AUM
Discretionary $7.44BNon-discretionary $286.6M