Career
James Milligan has been Partner of Baker Street Advisors since January 2017. James Milligan is a control person of the firm and directly owns between 5% and 10% of it. James Milligan holds an M.B.A. from Stanford University and a B.S. in Civil Engineering from The University of Texas at Austin.
Baker Street Advisors, LLC is a San Francisco, CA firm with $20.8B under management, 538 clients and 15 advisers in one office, as of its July 2026 filing.
Jim Milligan has more than 20 years advising high-net-worth families. Before joining Baker Street, he led Goldman Sachs Private Wealth Management in San Francisco.
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for James Milligan 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
- James Milligan
- CRD
- 1777332
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does James Milligan work?
James Milligan has been Partner of Baker Street Advisors, LLC since January 2017, and is a control person of the firm.
Leadership at Baker Street Advisors
- Henry TranChief Compliance Officer
- Jeffrey BardiniManaging Director
- Jennifer BonvechioPartner
- Adam ElegantPartner
- Alexander GannonManaging Director
- Peter HandPartner & CIO
- Jordan KienzlePartner
- Ryan MurrayManaging Director
- Annie RothManaging Director
- Wendy UmphreyPartner
- Jeffrey ColinManaging Member
- Christopher WilkensPartner & CEO