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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 10b 100b

BAKER STREET ADVISORS, LLC

CRD 128066

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cc76fb2a-0dad-cbc9-b688-06b83d107d72

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 6
On other graphs: 0
Observed: Mar 19, 2012 to Jul 30, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.13 related_bd=true related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $21BItem 5.F on the latest filing (2026-07-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $21B
Private client RAUM: $18BderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 63
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5,397
High net worth clients: 504
Custody, client assets: $7.6B
SEC number: 801-62370
CRD: 128066
Filings on the tape: 31
First filed: Mar 19, 2012
Latest filed: Jul 30, 2026
Organised: Limited Liability Company, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Bardini, Jeffrey, Michael	MANAGING DIRECTOR	Na	yes	12/2023	Jul 30, 2026	Jul 30, 2026
BONVECHIO, JENNIFER, LYNN	Partner	Na	yes	01/2014	Jul 30, 2026	Jul 30, 2026
COLIN, JEFFREY, WAYNE	MANAGING MEMBER	A	yes	09/2003	Jul 30, 2026	Jul 30, 2026
ELEGANT, ADAM, TREVOR	Partner	Na	yes	11/2019	Jul 30, 2026	Jul 30, 2026
Gannon, Alexander, Gosselin	MANAGING DIRECTOR	Na	yes	12/2023	Jul 30, 2026	Jul 30, 2026
KIENZLE, JORDAN, CHRISTOPHER	Partner	Na	yes	10/2024	Jul 30, 2026	Jul 30, 2026
MILLIGAN, JAMES, EDWARD	Partner	A	yes	01/2017	Jul 30, 2026	Jul 30, 2026
MURRAY, RYAN, EDWARD	MANAGING DIRECTOR	Na	yes	04/2023	Jul 30, 2026	Jul 30, 2026
ROTH, ANNIE, ENDOZO	MANAGING DIRECTOR	Na	yes	12/2023	Jul 30, 2026	Jul 30, 2026
UMPHREY, WENDY, ANNE	Partner	Na	yes	01/2020	Jul 30, 2026	Jul 30, 2026
WILKENS, CHRISTOPHER, JOHN	PARTNER & CEO	A	yes	03/2007	Jul 30, 2026	Jul 30, 2026
AFFILIATED MANAGERS GROUP, INC.	SERIES A MEMBER AND MANAGER	D	yes	03/2011	Apr 7, 2015	Mar 28, 2024
AFFILIATED MANAGERS GROUP, INC.	SOLE SHAREHOLDER	D	yes	12/2011	Apr 7, 2015	Mar 28, 2024
AMG WEALTH PARTNERS, LP	Member	D	yes	01/2015	Apr 7, 2015	Mar 28, 2024
AMG WP GP HOLDINGS CORP.	GENERAL PARTNER	F	yes	12/2011	Mar 28, 2018	Mar 28, 2024
AMG WP LP HOLDINGS, LLC	LIMITED PARTNER	D	yes	03/2011	Mar 28, 2018	Mar 28, 2024
PELANT, HEATHER, LEIGH	Partner	Na	yes	01/2020	Mar 28, 2017	Mar 28, 2024
VANDENAKKER, MICHAEL	Partner	Na	yes	02/2004	Mar 19, 2012	Mar 28, 2024
Tran, Henry	CHIEF COMPLIANCE OFFICER	Na	no	03/2026	Jul 30, 2026	Jul 30, 2026
WATSON ACQUISITION, LLC	MANAGER MEMBER	D	no	04/2015	Jul 30, 2026	Jul 30, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$21B	$21B	63	15	0	n/a	n/a
2024	Apr 18, 2025	$18B	$18B	62	16	0	n/a	n/a
2023	Mar 28, 2024	$15B	$15B	60	12	0	n/a	n/a
2022	Mar 29, 2023	$13B	$13B	56	12	0	n/a	n/a
2021	Mar 30, 2022	$14B	$14B	49	12	0	n/a	n/a
2020	Mar 29, 2021	$12B	$12B	48	12	0	n/a	n/a
2019	Mar 30, 2020	$10B	$10B	50	11	0	n/a	n/a
2018	Mar 28, 2019	$8.2B	$8.2B	42	9	0	n/a	n/a
2017	Mar 28, 2018	$7.2B	$7.2B	39	9	0	n/a	n/a
2016	Mar 28, 2017	$6.3B	$6.3B	37	10	n/a	n/a	n/a
2015	Mar 21, 2016	$5.9B	$5.9B	34	8	n/a	n/a	n/a
2014	Mar 30, 2015	$5.8B	$5.8B	34	8	n/a	n/a	n/a
2013	Mar 28, 2014	$5.2B	$0	31	6	n/a	n/a	n/a
2012	Mar 18, 2013	$4.2B	$0	28	6	n/a	n/a	n/a
2011	Mar 19, 2012	$3.6B	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$21B	$18B	16.7%	$13B	16.6%	63	62	0	0

Relationships

Affiliated with (1)

← WP GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (16)

← MILLIGAN, JAMES, EDWARDOwnerPARTNER, ownership code A, individual
Mar 19, 2012 to Mar 28, 2024factForm ADV
← COLIN, JEFFREY, WAYNEOwnerMANAGING MEMBER, ownership code A, individual
Mar 19, 2012 to Mar 28, 2024factForm ADV
← WILKENS, CHRISTOPHER, JOHNOwnerPARTNER, ownership code A, individual
Mar 19, 2012 to Mar 28, 2024factForm ADV
← PELANT, HEATHER, LEIGHOwnerPARTNER, ownership code NA, individual
Mar 28, 2017 to Mar 28, 2024factForm ADV
← ELEGANT, ADAM, TREVOROwnerPARTNER, ownership code NA, individual
Mar 30, 2020 to Mar 28, 2024factForm ADV
← BONVECHIO, JENNIFER, LYNNOwnerPARTNER/CCO, ownership code NA, individual
Mar 28, 2014 to Mar 28, 2024factForm ADV
← VANDENAKKER, MICHAELOwnerPARTNER, ownership code NA, individual
Mar 19, 2012 to Mar 28, 2024factForm ADV
← ROTH, ANNIE, ENDOZOOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← UMPHREY, WENDY, ANNEOwnerPARTNER, ownership code NA, individual
Mar 28, 2017 to Mar 28, 2024factForm ADV
← MURRAY, RYAN, EDWARDOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← Gannon, Alexander, GosselinOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← Bardini, Jeffrey, MichaelOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← AFFILIATED MANAGERS GROUP, INC.OwnerSOLE SHAREHOLDER, ownership code D, domestic entity
Apr 7, 2015 to Mar 28, 2024factForm ADV
← AMG WEALTH PARTNERS, LPOwnerMEMBER, ownership code D, domestic entity
Apr 7, 2015 to Mar 28, 2024factForm ADV
← AMG WP GP HOLDINGS CORP.OwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 28, 2018 to Mar 28, 2024factForm ADV
← AMG WP LP HOLDINGS, LLCOwnerLIMITED PARTNER, ownership code D, domestic entity
Mar 28, 2018 to Mar 28, 2024factForm ADV

Owns (1)

← WATSON ACQUISITION, LLCOwnerMANAGER MEMBER, ownership code D, domestic entity
Apr 7, 2015 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Control person joined
Edward Ryan Murray (Managing Director) appeared on Schedule A of Baker Street Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Control person joined
Endozo Annie Roth (Managing Director) appeared on Schedule A of Baker Street Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Control person joined
Gosselin Alexander Gannon (Managing Director) appeared on Schedule A of Baker Street Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Control person joined
Michael Jeffrey Bardini (Managing Director) appeared on Schedule A of Baker Street Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Control person joined
Trevor Adam Elegant (Managing Director) appeared on Schedule A of Baker Street Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Sep 4, 2015
Succession filed (Item 4)
Baker Street Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc76fb2a-0dad-cbc9-b688-06b83d107d72
First observed: Mar 19, 2012
Last observed: Jul 30, 2026 52 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BAKER STREET ADVISORS, LLC

CRD 128066

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cc76fb2a-0dad-cbc9-b688-06b83d107d72

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Bardini, Jeffrey, Michael

MANAGING DIRECTOR

yes

12/2023

Jul 30, 2026

BONVECHIO, JENNIFER, LYNN

Partner

yes

01/2014

Jul 30, 2026

COLIN, JEFFREY, WAYNE

MANAGING MEMBER

yes

09/2003

Jul 30, 2026

ELEGANT, ADAM, TREVOR

Partner

yes

11/2019

Jul 30, 2026

Gannon, Alexander, Gosselin

MANAGING DIRECTOR

yes

12/2023

Jul 30, 2026

KIENZLE, JORDAN, CHRISTOPHER

Partner

yes

10/2024

Jul 30, 2026

MILLIGAN, JAMES, EDWARD

Partner

yes

01/2017

Jul 30, 2026

MURRAY, RYAN, EDWARD

MANAGING DIRECTOR

yes

04/2023

Jul 30, 2026

ROTH, ANNIE, ENDOZO

MANAGING DIRECTOR

yes

12/2023

Jul 30, 2026

UMPHREY, WENDY, ANNE

Partner

yes

01/2020

Jul 30, 2026

WILKENS, CHRISTOPHER, JOHN

PARTNER & CEO

yes

03/2007

Jul 30, 2026

AFFILIATED MANAGERS GROUP, INC.

SERIES A MEMBER AND MANAGER

yes

03/2011

Apr 7, 2015

Mar 28, 2024

AFFILIATED MANAGERS GROUP, INC.

SOLE SHAREHOLDER

yes

12/2011

Apr 7, 2015

Mar 28, 2024

AMG WEALTH PARTNERS, LP

Member

yes

01/2015

Apr 7, 2015

Mar 28, 2024

AMG WP GP HOLDINGS CORP.

GENERAL PARTNER

yes

12/2011

Mar 28, 2018

Mar 28, 2024

AMG WP LP HOLDINGS, LLC

LIMITED PARTNER

yes

03/2011

Mar 28, 2018

Mar 28, 2024

PELANT, HEATHER, LEIGH

Partner

yes

01/2020

Mar 28, 2017

Mar 28, 2024

VANDENAKKER, MICHAEL

Partner

yes

02/2004

Mar 19, 2012

Mar 28, 2024

Tran, Henry

CHIEF COMPLIANCE OFFICER

03/2026

Jul 30, 2026

WATSON ACQUISITION, LLC

MANAGER MEMBER

04/2015

Jul 30, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$21B

n/a

2024

Apr 18, 2025

$18B

n/a

2023

Mar 28, 2024

$15B

n/a

2022

Mar 29, 2023

$13B

n/a

2021

Mar 30, 2022

$14B

n/a

2020

Mar 29, 2021

$12B

n/a

2019

Mar 30, 2020

$10B

n/a

2018

Mar 28, 2019

$8.2B

n/a

2017

Mar 28, 2018

$7.2B

n/a

2016

Mar 28, 2017

$6.3B

n/a

2015

Mar 21, 2016

$5.9B

n/a

2014

Mar 30, 2015

$5.8B

n/a

2013

Mar 28, 2014

$5.2B

n/a

2012

Mar 18, 2013

$4.2B

n/a

2011

Mar 19, 2012

$3.6B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$21B

$18B

16.7%

$13B

16.6%