About Baker Street Advisors
Baker Street Advisors is a company based in San Francisco (United States) founded in 2004 by Jeff Colin was acquired by Affiliated Managers Group in January 2015.. The company has 53 employees as of December 31, 2022. Baker Street Advisors offers products and services including Wealth Management, Investment Management, Family Office Services, Taxable Transition Management, and Wealth Planning. Baker Street Advisors operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter San Francisco, United States
- Employees 53 as on 31 Dec, 2022
- Founders Jeff Colin
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Sectors
Financial Services
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Email
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Phone
*********
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Website
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Social
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- Legal Name Baker Street Advisors, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
53
as on Dec 31, 2022
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Acquired by
Affiliated Managers Group
(Jan 27, 2015)
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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Funding Insights of Baker Street Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Asset management services and investment products are provided globally.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Baker Street Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Baker Street Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Baker Street Advisors Comparisons
Competitors of Baker Street Advisors
Baker Street Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Baker Street Advisors
Frequently Asked Questions about Baker Street Advisors
When was Baker Street Advisors founded?
Baker Street Advisors was founded in 2004.
Where is Baker Street Advisors located?
Baker Street Advisors is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
How many employees does Baker Street Advisors have?
As of Dec 31, 2022, the latest employee count at Baker Street Advisors is 53.
What does Baker Street Advisors do?
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.
Who are the top competitors of Baker Street Advisors?
Baker Street Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Baker Street Advisors offer?
Baker Street Advisors offers Wealth Management, Investment Management, Family Office Services, Taxable Transition Management, and Wealth Planning.
Who are Baker Street Advisors's investors?
Baker Street Advisors has 1 investor. Key investors include Affiliated Managers Group.