Insights

AUM Growth San Francisco based SEC Registered Investment Adviser with over 19 billion under advisement, indicating substantial client base and potential for higher value advisory services, cross-sell of advanced portfolio solutions, and expanded fiduciary offerings.

Executive Hire Recent addition of a Managing Director signals leadership expansion and potential for enhanced client engagement, strategic partnerships, and higher-touch service offerings that can be leveraged to upsell advisory solutions.

Tech Enablement Robust tech stack including AWS, Salesforce, Adobe Experience Cloud, OpenAI, and DocuSign suggests readiness for scalable client onboarding, personalized digital experiences, and data-driven advisory models that can be marketed to tech-forward prospects.

Wealth Focus Portfolio principles emphasize simplicity, cost-effectiveness, and tax-efficiency, aligning with potential clients seeking transparent fee structures and efficient tax-aware investing; opportunity to target families and foundations with tailored programs.

Market Position Mid-sized firm with rapid growth signals in a competitive space alongside peers like Focus Financial and Mercer Advisors; position values selling points around fiduciary duty, customized solutions, and scalable infrastructure to attract medium to large client prospects.

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Baker Street Advisors Tech Stack

Baker Street Advisors uses 8 technology products and services including Amazon Web Services, Salesforce, Adobe Experience Cloud, and more. Explore Baker Street Advisors's tech stack below.

Amazon Web Services
Cloud Hosting
Salesforce
Customer Relationship Management
Adobe Experience Cloud
Data Management Platforms
Microsoft 365
Email
OpenAI
Generative Ai
DocuSign
Miscellaneous
Webflow
Page Builders
Microsoft Azure
Platform As A Service

Media & News

Baker Street Advisors, LLC hired Lesley Bunim as Managing Director on Aug 18th '26.
Baker Street Advisors welcomes Lesley Bunim as Managing Director.
Aug 18, 2026 | www.mycarrollcountynews.com

Baker Street Advisors's Email Address Formats

Baker Street Advisors uses at least 4 email formats:

Baker Street Advisors Email Formats	Example	Percentage
First@bakerstreetadvisors.com	John@bakerstreetadvisors.com	62%
FLast@bakerstreetadvisors.com	JDoe@bakerstreetadvisors.com	27%
Last@bakerstreetadvisors.com	Doe@bakerstreetadvisors.com	5%
FirstLast@bakerstreetadvisors.com	JohnDoe@bakerstreetadvisors.com	6%

Frequently Asked Questions

What is Baker Street Advisors's phone number?

You can contact Baker Street Advisors's main corporate office by phone at

+1-415-321-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Baker Street Advisors's official website and social media links?

Baker Street Advisors's official website is bakerstreetadvisors.com and has social profiles on LinkedIn.

How much revenue does Baker Street Advisors generate?

As of August 2026, Baker Street Advisors's annual revenue is estimated to be $50M - $100M.

What is Baker Street Advisors's NAICS code?

Baker Street Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Baker Street Advisors have currently?

As of August 2026, Baker Street Advisors has approximately 71 employees across 3 continents, including North America, Asia and Europe. Key team members include Vice President - Investment Strategy Group: M. E., Vice President Operations: J. R. and Head Of Operations, Vice President: S. M. Explore Baker Street Advisors's employee directory with LeadIQ.

What industry does Baker Street Advisors belong to?

Baker Street Advisors operates in the Investment Management industry.

What technology does Baker Street Advisors use?

Baker Street Advisors's tech stack includes Amazon Web Services, Salesforce, Adobe Experience Cloud, Microsoft 365, OpenAI, DocuSign, Webflow and Microsoft Azure.

What is Baker Street Advisors's email format?

Baker Street Advisors's email format typically follows the pattern of First@bakerstreetadvisors.com. Find more Baker Street Advisors email formats with LeadIQ.

When was Baker Street Advisors founded?

Baker Street Advisors was founded in 2003.

Baker Street Advisors

Q: How many employees does Baker Street Advisors have currently?

Baker Street Advisors has approximately 71 employees.

Q: What technology does Baker Street Advisors use?

Baker Street Advisors's tech stack includes Microsoft Azure, Cloudflare Bot Management, HSTS, DocuSign, Varnish.

Q: What is Baker Street Advisors's NAICS code?

Baker Street Advisors's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States51-200 Employees

Baker Street Advisors is a midsize investment management firm based in San Francisco, California. It operates as a registered investment adviser with the U.S. Securities and Exchange Commission, and serves in a fiduciary capacity. The firm offers customized wealth management and comprehensive investment advisory services to private clients, families, and foundations.

The portfolios reflect a focus on simplicity, cost-efficiency, and tax efficiency. The firm targets private clients, families, and foundations seeking independent, investment-focused guidance.