Clients
Baker Street Advisors serves 538 clients, 504 of them high-net-worth individuals. The average client has about $39 million with the firm, and high-net-worth clients hold 87% of its $20.8 billion in assets.
- High-net-worth individuals504 clients87%
- Charitable organizations34 clients13%
What it does
Baker Street Advisors provides financial planning, portfolio management for individuals and small businesses and selecting other managers. It is paid through a percentage of assets, hourly charges and fixed fees.
Baker Street Advisors provided financial planning to 251–500 clients last fiscal year and advises no private funds.
100.0% of assets ($20.77B across 5,397 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
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| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 504 | $18,045,000,000 | 86.9% | $35.8M |
| Charitable organizations | 34 | $2,725,000,000 | 13.1% | $80.1M |
| Total | 538 | $20,770,000,000 | 100% | $38.6M |
- Regulatory AUM
- $18,045,000,000
- Share
- 86.9%
- Avg. per client
- $35.8M
- Regulatory AUM
- $2,725,000,000
- Share
- 13.1%
- Avg. per client
- $80.1M
What the accounts hold
- Stocks43%
- Funds31%
- Registered funds24%
- Pooled vehicles7%
- Bonds19%
- Cash5%
- Other2%
- Concentrated stock positions2%
Custodians
Baker Street Advisors’ client accounts are held mainly at Charles Schwab, with 47% of managed assets, and Fidelity, with 40%. Baker Street Advisors has custody of $7.56B for 512 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $9.70B47%
- FidelityFidelity Brokerage Services LLC · Boston, MA · $8.27B40%
- All other custodians$2.80B13%
Ownership and leadership
Watson Acquisition, LLC owns 50% to 75% of Baker Street Advisors.
- Owns 50% to 75% of Baker Street Advisors, LLC
Watson Acquisition, LLC
since April 2015
- Owns 50% to 75% of Affiliated Managers Group, Inc.
Amg Wealth Partners, LP
Interest filed in Affiliated Managers Group, Inc. · Control person · since January 2015
- Owns 50% to 75% of Amg Wealth Partners, LP
Amg WP LP Holdings, LLC
Control person · since March 2011
- Owns 50% to 75% of Amg WP LP Holdings, LLC
Affiliated Managers Group, Inc.
Control person · since March 2011
Amg WP GP Holdings Corp.
General partner · Control person · since December 2011
- Owns 5% to 10% of Baker Street Advisors, LLC
Jeffrey Colin
Control person · since September 2003
- Owns 5% to 10% of Baker Street Advisors, LLC
Christopher Wilkens
Control person · since March 2007
- Owns 5% to 10% of Baker Street Advisors, LLC
James Milligan
Control person · since January 2017
Leadership
- 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
- James MilliganPartner
Staff
- 63 employees
- 15 in advisory functions
- 11 soliciting firms
Fees
Baker Street Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).
Baker Street Advisors’ fee rates are not included in this profile. Read its fee schedule in its SEC-filed brochure.
- Minimum fee
- The annual minimum fee is $50,000.
Offices and registrations
Besides its headquarters, Baker Street Advisors has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 575 Market Street, Suite 600, San FranciscoHQ
Registration details
- Legal name
- Baker Street Advisors, LLC
- Headquarters
- 575 Market Street, Suite 600, San Francisco, CA 94105
- Phone
- 415-344-6180
- Website
- www.bakerstreetadvisors.com
- SEC file
- 801-62370
- Founded
- 2003
- Structure
- Delaware LLC
- Fiscal year end
- December
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. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Baker Street Advisors have?
Baker Street Advisors has 538 clients and manages $20.8 billion for them, as of July 2026. They include 504 high-net-worth individuals and 34 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Baker Street Advisors offer?
Baker Street Advisors provides financial planning, portfolio management for individuals and small businesses and selecting other managers. Its services also include estate planning, insurance and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Baker Street Advisors use?
Baker Street Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $9,700,000,000 and Fidelity Brokerage Services LLC (Boston, MA), with $8,270,000,000. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026
How many financial advisors does Baker Street Advisors have?
Baker Street Advisors has 0 investment adviser representatives registered with state securities authorities, out of 63 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Baker Street Advisors invest in?
At the end of its last fiscal year, Baker Street Advisors’ separately managed accounts held 43% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 19% state and local bonds, 7% pooled vehicles (private funds and similar), 5% cash and equivalents and 2% concentrated stock positions. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Baker Street Advisors have a minimum investment?
Yes, Baker Street Advisors’ minimum account size is $5,000,000.
Source: Part 2A brochure, Items 5 and 7
Who owns Baker Street Advisors?
Baker Street Advisors’ direct owners are Jeffrey Colin (5% to 10%), Christopher Wilkens (5% to 10%), James Milligan (5% to 10%) and Watson Acquisition, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Baker Street Advisors get paid?
Baker Street Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file