Insights

Strong Market Presence Baker Street Advisors manages over 17 billion dollars in assets, highlighting a significant position within the investment management industry and indicating potential opportunities to offer advanced wealth management solutions and ancillary financial products.

Client-Centric Approach Their focus on customized, cost-effective, and tax-efficient portfolios suggests openness to high-net-worth clients seeking tailored solutions, presenting opportunities to provide specialized services or innovative investment tools.

Technology Adoption Utilization of modern tech stacks such as DocuSign, Microsoft Azure, and Google Analytics indicates a digitally progressive firm that may be interested in cutting-edge fintech integrations or compliance solutions to enhance client experience.

Competitive Positioning With revenue between 100 million and 250 million and a relatively modest team size, Baker Street Advisors offers opportunities to introduce scalable services and partnership models to support growth and operational efficiency.

Industry Trends Their emphasis on principles like simplicity and tax efficiency aligns with current market trends favoring transparent, client-friendly financial strategies, opening doors for innovative, ESG-focused or sustainable investment offerings.

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 Daly City, California 94015 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 SIC code NAICS code?

Baker Street Advisors's SIC code is 8742 - Management Consulting Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Baker Street Advisors have currently?

As of February 2026, Baker Street Advisors has approximately 68 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Vice President - Investment Strategy Group: M. E.Vice President Investment Strategy Group: P. C.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 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 68 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.

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 Daly City, California 94015 United States
Phone number: +1-415-321-****
Website: bakerstreetadvisors.com
SIC Code: 8742 - Management Consulting Services
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 2004
Employees: 51-200