Sharon Simpson, Partner of Baker Avenue Asset Management (San Francisco, CA)

Career

Sharon Simpson is not listed as a control person, but directly owns between 5% and 10% of Baker Avenue Asset Management.

Baker Avenue Asset Management is an investment adviser based in San Francisco, CA, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $5.09 billion, as filed on 17 September 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD: 7092044
Firm: Baker Avenue Asset Management · CRD 132657
Role: Partner
In role since: February 2018 · 8 years
Control person: Not listed
Direct ownership: 5% to 10%
Firm headquarters: San Francisco, CA
Individual registration: No current adviser record · SEC search
Disciplinary history: Not yet shown here · SEC record

Common questions

Where does Sharon Simpson work?

Sharon Simpson has been Partner of Baker Avenue Asset Management, LP since February 2018.

Source: Form ADV, Schedule A, filed 17 September 2026

How can I verify Sharon Simpson’s record?

Sharon Simpson’s role is listed on Baker Avenue Asset Management, LP’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 132657.

Source: Form ADV, Schedule A, filed 17 September 2026

Leadership at Baker Avenue Asset Management

Sources

IAPD individual lookup, CRD 7092044, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.

Form ADV Part 1A, Schedules A and B of Baker Avenue Asset Management, LP, filed 17 September 2026. Title, control and ownership bands.