# Baker Street Asset Management, LLC

> Baker Street Asset Management, LLC is a state-registered investment advisory firm in Sausalito, CA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 299027
- Filed as: BAKER STREET ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sausalito, CA
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299027
- AdvisorCensus page: https://advisorcensus.com/firm/baker-street-asset-management-llc-sausalito-ca-299027

## Quick answers

**How is Baker Street Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Baker Street Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Baker Street Asset Management, LLC located?**
Baker Street Asset Management, LLC's principal office is in Sausalito, CA, according to its Form ADV.

**Is Baker Street Asset Management, LLC registered with the SEC or a state?**
Baker Street Asset Management, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299027.

**How much does Baker Street Asset Management, LLC manage?**
Baker Street Asset Management, LLC reports $91,576,471 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**What types of clients does Baker Street Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); high net worth individuals (33).

**Does Baker Street Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299027

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $91,576,471
- Discretionary: $91,576,471
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $17,852,430 |
| High net worth individuals | 33 | $73,724,041 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baker Street Asset Management, LLC (CRD 299027): Form ADV filing data as of October 2026.