Baker Avenue Asset Management LP
Legal Name: BAKER AVENUE ASSET MANAGEMENT, LP
Full Contact Details
Baker Avenue Asset Management LP
301 BATTERY STREET, FLOOR 2, SAN FRANCISCO, CA
415-986-1110
415-986-4140
Other Info
Baker Avenue Asset Management, LP is a Delaware-based limited partnership with a team of 23 employees, 15 of whom serve in advisory roles. Although the number of clients they serve remains unknown, their SEC status is listed as Approved, and they have been registered since Oct 18, 2004.
BakerAvenue Wealth Management - BakerAvenue Wealth Management
Explore BakerAvenue Wealth Management. Financial and investment planning strategies to guide families and individuals to embrace life's transitions.
Direct Owners
-
BAAM GP, LLC
GENERAL PARTNER OF BAKER AVENUE ASSET MANAGEMENT LP owns less than 5%
-
DOUG SCOTT COUDEN
CHIEF INVESTMENT OFFICER / PARTNER owns more than 5% but less than 10%
-
GERALD MEREDITH LUFF
CHIEF OPERATING OFFICER / PARTNER owns more than 5% but less than 10%
-
HANNAH GEE YOUN KIM
CHIEF COMPLIANCE OFFICER owns less than 5%
-
KING SHAN LIP
CHIEF STRATEGIST / PARTNER owns more than 5% but less than 10%
-
SCOTT CHRISTOPHER STEPHENS
MANAGING DIRECTOR / PARTNER owns less than 5%
-
SHARON SIMPSON
PARTNER owns more than 5% but less than 10%
-
SIMON GARETH BAKER
CEO / PARTNER owns more than 50% but less than 75%
-
TOM MIN NGO
PRESIDENT / PARTNER owns more than 5% but less than 10%
-
WILLIAM PATRICK CONNOR
MANAGING DIRECTOR / PARTNER owns less than 5%
Firms Located Nearby
Top Holdings
- ISHARES TR CORE US AGGBD ET $56,842k
- ISHARES TR RUS 1000 GRW ETF $28,124k
- ISHARES TR $23,347k
- SELECT SECTOR SPDR $16,927k
- ISHARES $15,648k
- Apple Inc $14,514k
- ISHARES $13,315k
- ISHARES TR $12,860k
- ISHARES TR CORE DIV GRWTH $12,759k
- ISHARES $11,866k