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Annie Roth

Managing Director at Baker Street Advisors

Officer record from the firm’s Form ADVForm ADV filed 30 July 2026

Annie Roth is Managing Director of Baker Street Advisors, LLC, a San Francisco investment adviser.

Role at Baker Street Advisors

Title on Schedule A
Managing Director
Control
Annie Roth is a control person of Baker Street Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Annie Roth has held the filed role since December 2023.

The firm

Baker Street Advisors, LLC
San Francisco, CA

Form ADV filed 30 July 2026

$20.8B AUM538 clients15 advisers1 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Annie Roth is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Annie Roth
CRD
4504712
Firm
Baker Street Advisors, LLC
Record basis
Form ADV officer listing
Firm bio
bakerstreetadvisors.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Baker Street identifies Annie Endozo Roth as a Managing Director and says she serves on its leadership and investment committees. It lists a B.A. in Physics from the University of California, Berkeley. Official firm biography

Education

Common questions

Where does Annie Roth work?

Annie Roth has been Managing Director of Baker Street Advisors, LLC since December 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 July 2026

Leadership at Baker Street Advisors

Sources

  1. IAPD individual lookup, CRD 4504712. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Baker Street Advisors, LLC, filed 30 July 2026. Title, control and ownership bands.
  3. Baker Street Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Annie Roth or Baker Street Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.