Baker Avenue Asset Management

Company Profile

Baker Avenue Asset Management is an investment advisor in San Francisco with $2.13 bn assets under management.

Website

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

201735413

SEC advisor number

801-63576

FINRA CRD number

132657

AUM ?

$2.13 bn (as of 27 Jul 22)

Accounts

2,270 (as of 27 Jul 22)

Employees

38 (23 investment advisory or research)

Address

Baker Avenue Asset Management
301 BATTERY STREET
2ND FLOOR
SAN FRANCISCO
CA 94111

Office hours

Monday - Friday, 7 A.M TO 5 P.M

Phone

415-986-1110

Brochures

Owner	Title	From	%Ownership
Baam GP, LLC	General Partner of Baker Avenue Asset Management LP	10/2004	< 5%
Baker, Simon, Gareth	CEO / Partner	10/2004	50-75%
Baker, Simon, Gareth	Managing Member	10/2004	> 75%
Luff, Gerald, Meredith	Chief Operating Officer / Partner	05/2006	5-10%
Lip, King, Shan	Chief Strategist / Partner	01/2010	5-10%
Couden, Doug, Scott	Chief Investment Officer / Partner	02/2012	5-10%
Stephens, Scott, Christopher	Managing Director / Partner	01/2014	< 5%
Connor, William, Patrick	Managing Director / Partner	01/2018	< 5%
Simpson, Sharon	Partner	02/2018	5-10%
Ngo, Tom, Min	President / Partner	07/2019	5-10%
Luff, Gerald, Meredith	Chief Compliance Officer	09/2021	5-10%