March 04, 2015 2:53 PM ET

Capital Markets

Company Overview of Baker Street Advisors, LLC

Company Overview

Baker Street Advisors, LLC is an employee owned investment manager. The firm also provides wealth planning services including tax, insurance, and estate planning and family office services to its clients. It primarily provides its services to high net worth individuals. The firm also provides its services to charitable organizations. It manages separate client-focused portfolios. The firm invests in the public equity and alternative investment markets. It invests in index-oriented equity securities to create its equity portfolios. The firm obtains external research to complement its in-house research. Baker Street Advisors, LLC was founded in 2003 and is based in San Francisco, California.

455 Market Street

23rd Floor

San Francisco, CA 94105

United States

Founded in 2003





Key Executives for Baker Street Advisors, LLC

Partner and Member of Management Committee
Senior Vice President, Chief Compliance Officer, and Member of Management Committee
Vice President
Compensation as of Fiscal Year 2014.

Baker Street Advisors, LLC Key Developments

Baker Street Advisors, LLC Presents at 3rd Annual West Coast RIA Investment Forum, Oct-29-2014 09:40 AM

Baker Street Advisors, LLC Presents at 3rd Annual West Coast RIA Investment Forum, Oct-29-2014 09:40 AM. Venue: The Ritz-Carlton, San Francisco, California, United States. Speakers: David Welsch, Analyst and Member of the Investment Strategy Group.

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