About Baker Street Advisors
Baker Street Advisors is a Financial Services company based in San Francisco (United States) founded in 2004 by Jeff Colin, and was acquired by Affiliated Managers Group in January 2015. Wealth management services are provided to clients by the firm. The company has 53 employees. Baker Street Advisors offers products and services including Wealth Management, Investment Management, Family Office Services, Taxable Transition Management, and Wealth Planning. Its focus areas include Asset Management and Wealth Management. Its legal entity is BAKER STREET ADVISORS, LLC. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
Baker Street Advisors was founded in 2004 by Jeff Colin and is based in San Francisco, United States. Operations focus on wealth management within the financial services sector. Advisory services for investments, financial planning, and portfolio management are delivered to individual and institutional clients. The firm operates primarily in the U.S. market, with emphasis on personalized strategies tailored to client needs.
- Headquarters San Francisco, United States
- Employees 53
- Founders Jeff Colin
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website bakerstreetadvisors.com
- Social LinkedIn Facebook
- Acquired by Affiliated Managers Group (Jan 2015)
- Legal Name Baker Street Advisors, Llc
- Investors
- Employee Count53
- Acquired byAffiliated Managers Group
(Jan 2015)
Products & Services of Baker Street Advisors
Baker Street Advisors offers a comprehensive portfolio of products and services, including Wealth Management, Investment Management, Family Office Services, Taxable Transition Management, and Wealth Planning.
Customized solutions for managing client finances and investments.
Provides institutional advice and diversified portfolio strategies.
Handles complex family financial structures and administrative needs.
Focuses on tax-efficient portfolio adjustments and re-engineering.
Offers integrated tax, insurance, and estate planning support.
Investors in Baker Street Advisors
Baker Street Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Affiliated Managers Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Asset management services and investment products are provided globally. | 1993 | amg.com | West Palm Beach, United States |
Investor details for Baker Street Advisors
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People of Baker Street Advisors
39 people are tracked at Baker Street Advisors (14 in leadership, 25 in team); the tracked headcount is 53.
| Name | Role | Group |
|---|---|---|
Jeff Colin | Founder | Leadership |
Rob McFadden | VP, Client Services | Leadership |
Catherine Less | Director of Special Projects | Leadership |
Christopher Gordon | VP, Investment Strategy | Leadership |
Patrick Burke | Director of Client Services | Leadership |
Jenny Woodworth | VP, Tax & Operations | Leadership |
Jeff Chen | VP, Client Services | Leadership |
Natalie Weidemier | VP, Client Services | Leadership |
John Siu | VP, Reporting | Leadership |
Alex Gannon | Managing Director | Leadership |
Jeff Bardini | Managing Director | Leadership |
Annie Endozo Roth | Managing Director | Leadership |
Ryan Murray | Managing Director | Leadership |
Emilee Copeland | VP, Expense Management | Leadership |
Kenny Liao | Manager, Operations | Team |
Stephanie Moon | SVP, Client Services | Team |
Alison Elliott | SVP, Client Services | Team |
Luis Ayala | Operations Manager | Team |
Katarina Straub | Analyst, Investment Strategy | Team |
Monica Garrotto | Manager | Team |
19 more people are available in the full profile.
Complete people profiles for Baker Street Advisors
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Timeline of Baker Street Advisors
2 dated milestones of Baker Street Advisors across 11 years, from founding to its latest funding, stage changes and deals.
- Founded Baker Street Advisors is founded.
- Exit Acquired by Affiliated Managers Group.
Competitors of Baker Street Advisors
Baker Street Advisors has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of Baker Street Advisors
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Web traffic of Baker Street Advisors
The website of Baker Street Advisors (bakerstreetadvisors.com) receives about 2.8K visits a month.
- Monthly visits2.8K
Websites whose visitors overlap most with Baker Street Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| beckercap.com | 100% | 680.7K | #5,617,464 | View details | |
bma-inc.net | bma-inc.net | 100% | – | ||
| bbrpartners.com | 100% | #1,362,683 | View details | ||
bamservices.com | bamservices.com | 100% | – | ||
bigoakadvisors.com | bigoakadvisors.com | 100% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 18 similar websites and full traffic analytics for Baker Street Advisors
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- 18 similar websites
- Audience overlap
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Top companies in Asset Management
3 companies that operate in the same segment as Baker Street Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Baker Street Advisors
Complete news archive for Baker Street Advisors
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Frequently Asked Questions about Baker Street Advisors
Baker Street Advisors was founded in 2004.
Baker Street Advisors is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Baker Street Advisors has 53 employees.
Baker Street Advisors was founded in 2004 by Jeff Colin and is based in San Francisco, United States. Operations focus on wealth management within the financial services sector. Advisory services for investments, financial planning, and portfolio management are delivered to individual and institutional clients. The firm operates primarily in the U.S. market, with emphasis on personalized strategies tailored to client needs.
Baker Street Advisors's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Baker Street Advisors offers Wealth Management, Investment Management, Family Office Services, Taxable Transition Management, and Wealth Planning.
Baker Street Advisors has 1 investor. Key investors include Affiliated Managers Group.
Baker Street Advisors operates through Baker Street Advisors, Llc.
Yes. Baker Street Advisors was acquired by Affiliated Managers Group in January 2015.