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Baker Avenue Asset Management, LP

● SEC registered since 2004CRD 132657SEC# 801-63576San Francisco, CA
Export (members)
Reg. AUM
$5.09B
Employees
57
Accounts
3,690
Location
San Francisco, CA

Baker Avenue Asset Management, LP assets under management

Baker Avenue Asset Management, LP is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2004. It reports $5.1 billion in regulatory assets under management and employs 57 people.

Baker Avenue Asset Management, LP owners & executives

14 reported
NameTitleOwnershipSince
Baam GP, LLCGeneral Partner Of Baker Avenue Asset Management LpUnder 5%2004
Doug Scott Couden ControlChief Investment Officer / Partner5-10%2012
Gerald Meredith Luff ControlChief Operating Officer5-10%2021
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Frequently asked questions

How much does Baker Avenue Asset Management, LP manage?

Baker Avenue Asset Management, LP reports $5.1 billion in regulatory assets under management on its Form ADV.

How many employees does Baker Avenue Asset Management, LP have?

Baker Avenue Asset Management, LP reports 57 employees.

Where is Baker Avenue Asset Management, LP located?

Baker Avenue Asset Management, LP is based in San Francisco, CA and has been SEC-registered since 2004.

Does Baker Avenue Asset Management, LP disclose fund performance?

Baker Avenue Asset Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Embarcadero Center, Ste 2530, San Francisco, CA 94111
Phone415-986-1110
Fax415-986-4140
Office hours7 A.M To 5 P.M
SEC regionSan Francisco Regional Office (SFRO)
CIK1432529
Discloses disciplinary historyNo

Regulatory AUM

$5.09B▲ 35%
Mar '25 — $3.77BApr '25 — $3.77BMay '25 — $3.77BJun '25 — $3.77BJul '25 — $3.77BAug '25 — $3.77BSep '25 — $3.77BOct '25 — $3.77BNov '25 — $3.77BDec '25 — $3.77BJan '26 — $3.77BFeb '26 — $3.77BMar '26 — $5.09BApr '26 — $5.09BMay '26 — $5.09BJun '26 — $5.09B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers

Assets under management

$5.09Bregulatory AUM
Discretionary $4.82BNon-discretionary $266.9M