BakerAvenue Asset Management

EST. AUM
$5,086,036,641

CONTACTS
27

CLIENT ACCOUNTS
3,690

Firm Details

Metro area San Francisco
CRD Number 132657
Website bakerave.com
Client types

Overview

Since 2004, BakerAvenue has guided clients through personal and professional transitions. The firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, and foundations. Driven by its purpose, it strives to make a positive impact on society alongside financial return. BakerAvenue is headquartered in San Francisco with offices in New York and Dallas. This is one where the opportunity is really on the alt side. They manage some public equity and fixed income strategies internally, but they use outside managers for hedge fund exposure, private equity venture, and private real estate.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

BakerAvenue Asset Management

Platform Details

Investment Preferences

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Address

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