Baker Street Advisors
TL;DR
Founded in 2003 and majority-owned by AMG, it provides wealth management, family office services and investment advisory to high-net-worth families, trusts and foundations.
$20.8 billion
Regulatory AUM
As of ADV filing 2026-07-30
5,397
Accounts / Clients
504 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
63
Team Size
employees, 15 advisory
23 yrs
Years Registered
First registered 2003
About Baker Street Advisors
Founded in 2003 and majority-owned by AMG, it provides wealth management, family office services and investment advisory to high-net-worth families, trusts and foundations.
Office: 345 California Street, Suite 2300, San Francisco, CA 94104.
Best for: Families above $5M wanting family office services and a two-person service team
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD128066
RegistrationSEC-registered
First registration2003
Regulatory AUM$20.8 billion
ADV filing date2026-07-30
Accounts5,397
Clients504 individual and high-net-worth clients
Employees63
Advisory employees15
Fee modelPercentage-of-assets fee, 0.75% under $4M; no commissions or broker-dealer ties in ADV 2A
Minimum$5,000,000 account minimum, waivable; $50,000 minimum annual fee from June 30, 2026 (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CAIA and CPA named in staff bios
Source: SEC Investment Adviser Public Disclosure, CRD 128066, as of ADV filing 2026-07-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in San Francisco, CA (2026): rank 2 of 10
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