Baker Street Advisors Company Profile

Background

Founded in 2003 by Jeff Colin, Baker Street Advisors is a San Francisco-based wealth management firm dedicated to delivering customized wealth management and comprehensive investment advisory solutions to individuals, families, and foundations. The firm's mission is to provide unbiased and independent advice, building client loyalty through trust, integrity, and exceptional service. Baker Street emphasizes simplicity, cost-effectiveness, and tax efficiency, aiming to generate the highest after-tax, risk-adjusted returns for each client.

Key Strategic Focus

Baker Street Advisors specializes in providing tailored wealth management services, focusing on:

• Investment Management: Offering institutional-quality advice rooted in principles such as diversification, minimizing fees, and pursuing active management only in markets with significant opportunities.

• Family Office Services: Managing complex family financial structures with expertise and efficiency.

• Taxable Transition Management: Implementing tax-efficient investing strategies to minimize tax costs associated with portfolio changes.

• Wealth Planning: Serving as a personal CFO to clients, addressing matters of tax, insurance, and estate planning.

The firm targets high-net-worth individuals and families, providing services that simplify complex financial challenges and offer clarity in wealth management.

Financials and Funding

As of 2025, Baker Street Advisors manages approximately $17.8 billion in assets across 535 clients, with an average client balance of $33.3 million. In January 2015, AMG Wealth Partners, a subsidiary of Affiliated Managers Group, Inc., acquired a majority equity interest in Baker Street Advisors. Following this transaction, the firm's management partners retained a substantial portion of the equity and continued to direct day-to-day operations.

Technological Platform and Innovation

Baker Street Advisors employs a data-driven investment process inspired by the methodologies of leading university endowments. This approach emphasizes diversification, cost minimization, and selective active management. The firm's Investment Strategy Group synthesizes extensive economic and investment research to craft asset allocations designed to maximize after-tax, after-fee, risk-adjusted returns.

Leadership Team

Baker Street Advisors boasts a team of seasoned professionals, including:

• Jeff Colin: Founder and Partner, leading the firm's investment strategy group.

• Jim Milligan: Partner, emphasizing client service and investment management.

• Annie Endozo Roth: Managing Director, focusing on delivering customized client solutions.

• Alex Gannon: Managing Director, dedicated to aligning client needs with appropriate financial strategies.

• Madeline Rogers: Director of Client Services, ensuring exceptional client experiences.

Each member brings extensive experience in investment and wealth management, contributing to the firm's commitment to simplicity and clarity in client services.

Competitor Profile

Market Insights and Dynamics

The wealth management industry is characterized by significant competition, with firms striving to offer personalized services to high-net-worth individuals and families. Key industry trends include a focus on tax efficiency, cost minimization, and the integration of comprehensive financial planning services.

Competitor Analysis

Baker Street Advisors faces competition from several firms, including:

• Aspiriant: Founded in 2008 and headquartered in Los Angeles, Aspiriant offers asset and investment management services, generating significantly higher revenue than Baker Street Advisors.

• Private Ocean: Established in 2009 in San Rafael, California, Private Ocean provides similar services with a focus on personalized wealth management, though it generates less revenue compared to Baker Street Advisors.

• Atherton Lane: Another competitor offering asset and investment management services, with a focus on personalized client solutions.

These competitors emphasize personalized client services and comprehensive wealth management solutions, reflecting the industry's focus on tailored financial strategies.

Strategic Collaborations and Partnerships

The partnership with AMG Wealth Partners in 2015 has provided Baker Street Advisors with additional resources and strategic guidance, enhancing its ability to grow and better serve clients while maintaining independence and autonomy.

Operational Insights

Baker Street Advisors differentiates itself through a commitment to simplicity, clarity, and personalized service. By focusing on tax efficiency, cost minimization, and tailored investment strategies, the firm effectively addresses the complex financial needs of high-net-worth clients.

Strategic Opportunities and Future Directions

Looking ahead, Baker Street Advisors aims to leverage its partnership with AMG Wealth Partners to expand its service offerings and client base. The firm plans to continue emphasizing personalized wealth management solutions, integrating advanced investment strategies, and maintaining its commitment to simplicity and clarity in client services.

Contact Information

For more information, visit Baker Street Advisors' official website:

Note: Specific contact details such as address, phone number, and email are omitted in accordance with the provided instructions.