SourcingSourcing

BAKER STREET ADVISORS, LLC

C28
CRD 128066·SEC 801-62370·SAN FRANCISCO, CA
AUM
$20.77B
$1B+
Est. Revenue
$207.7M
@ 1% on AUM
Est. EBITDA
$62.3M
@ 30% margin
Est. Deal Value
$498.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BAKER STREET ADVISORS, LLC
CRD
128066
SEC file #
801-62370
EIN
000000000
DBA names
—

Economics

AUM
$20.77B
AUM band
$1B+
AUM trajectory
'20'26
$8.18B → $20.77B▲ +154%
Client mix
Individuals High Net Worth504
Charitable Organizations34

Operations

Employees (total)
63
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
9 advisors → 15 advisors▲ +67%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/bakerstreetadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WATSON ACQUISITION, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
14
Control Persons
WATSON ACQUISITION, LLC
COLIN, JEFFREY, WAYNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002030239
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2024-10-07
Edgar Last Filing Date
2026-03-10
Edgar Form D Count
4
Edgar Form D Offerings
2026-03-102026-03-10 · 0000945621-26-000432
2025-03-102025-03-10 · 0000945621-25-000251

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
ONE POST OFFICE SQUAREBOSTON, MA 02109
Business
ONE POST OFFICE SQUAREBOSTON, MA 02109
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-03-10 · 0000945621-26-000432
D/A2025-03-10 · 0000945621-25-000251
Fee Schedule
Bracket I43
Bracket Ix24
Bracket Iv19
Bracket X7
Bracket Xi5
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (13)

13
COLIN, JEFFREY, WAYNE
Direct Owner · 7.5%
2178931
MILLIGAN, JAMES, EDWARD
Direct Owner · 7.5%
1777332
WILKENS, CHRISTOPHER, JOHN
Direct Owner · 7.5%
2510043
Bardini, Jeffrey, Michael
Executive Officer · 2.5%
7893915
BONVECHIO, JENNIFER, LYNN
Executive Officer · 2.5%
4369926
ELEGANT, ADAM, TREVOR
Executive Officer · 2.5%
3078079
Gannon, Alexander, Gosselin
Executive Officer · 2.5%
7893912
HAND, PETER, L
Executive Officer · 2.5%
4513005
KIENZLE, JORDAN, CHRISTOPHER
Executive Officer · 2.5%
5664831
MURRAY, RYAN, EDWARD
Executive Officer · 2.5%
5389982
ROTH, ANNIE, ENDOZO
Executive Officer · 2.5%
4504712
UMPHREY, WENDY, ANNE
Executive Officer · 2.5%
4749938
Tran, Henry
Executive Officer · 2.5%
4953170