Insights

Strong Financial Base Baker Street Advisors manages over $17 billion in assets, demonstrating a solid financial foundation and extensive client trust, which suggests opportunities for premium service integrations and high-value investment solutions.

Boutique Market Niche With a dedicated team of 51-200 employees serving private clients, families, and foundations, the company offers personalized wealth management, indicating a potential for tailored financial technology tools and customized advisory services.

Technology Utilization The adoption of advanced tools such as Microsoft Azure, DocuSign, and web analytics platforms signifies a tech-forward approach, opening avenues for offering innovative digital solutions like client portals and secure transaction platforms.

Market Positioning As a registered SEC Investment Adviser competing with firms of similar size and revenue, there's an opportunity to provide compliance, reporting, and regulatory solutions tailored to boutique advisory firms.

Growth Potential Given their recent news and stable revenue range of 50 to 100 million dollars, Baker Street Advisors may be looking to expand their service offerings or geographical reach, creating prospects for partnership in growth-driven financial and marketing technologies.

Similar companies to Baker Street Advisors

Baker Street Advisors Tech Stack

Baker Street Advisors uses 8 technology products and services including Varnish, Apple iCloud Mail, DocuSign, and more. Explore Baker Street Advisors's tech stack below.

Varnish
Caching
Apple iCloud Mail
Email
DocuSign
Miscellaneous
Webflow
Page Builders
Microsoft Azure
Platform As A Service
HSTS
Security
Google Analytics
Web Analytics
Apache
Web Servers

Media & News

Baker Street Advisors's Email Address Formats

Baker Street Advisors uses at least 1 format(s):

Baker Street Advisors Email Formats	Example	Percentage
First@bakerstreetadvisors.com	John@bakerstreetadvisors.com	63%
FLast@bakerstreetadvisors.com	JDoe@bakerstreetadvisors.com	26%
Last@bakerstreetadvisors.com	Doe@bakerstreetadvisors.com	5%
FirstLast@bakerstreetadvisors.com	JohnDoe@bakerstreetadvisors.com	6%

Frequently Asked Questions

Where is Baker Street Advisors's headquarters located?

Baker Street Advisors's main headquarters is located at 575 Market Street Suite 600 San Francisco, California United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

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.

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 May 2026, Baker Street Advisors has approximately 67 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Investment Officer: P. H.Vice President - Investment Strategy Group: M. E.Vice President Operations: J. R.. 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 VarnishApple iCloud MailDocuSignWebflowMicrosoft AzureHSTSGoogle AnalyticsApache.

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 2004.

Baker Street Advisors

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

Baker Street Advisors has approximately 67 employees.

Q: What technology does Baker Street Advisors use?

Baker Street Advisors's tech stack includes Google Analytics, Amazon Web Services, OpenResty, Microsoft 365, Cloudflare.

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 San Francisco based, SEC Registered Investment Adviser (RIA) with over $17 billion under advisement.  We serve as fiduciaries, providing customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations.

Our client investment portfolios reflect the principles of simplicity, cost-effectiveness and tax-efficiency.

Please visit our website (www.bakerstreetadvisors.com) for more information.

Company Overview

Headquarters: 575 Market Street Suite 600 San Francisco, California United States
Phone number: +1-415-321-****
Website: bakerstreetadvisors.com
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 2004
Employees: 51-200