B
BAKERAVENUE
SEC RegisteredSAN FRANCISCO, CAhttps://bakerave.com415-986-1110
Assets Under Management
$5B–$25B
Employees
57
Office Locations
8 offices
Total Accounts
3690
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/MunicipalInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 303 | $322M |
| High Net Worth Individuals | 716 | $4.5B |
| State/Municipal Entities | 5 | — |
1 total clients reported on Form ADV.
Leadership
Simon Gareth Baker
CEO & MANAGING PARTNER OF BAKER AVENUE ASSET MANAGEMENT LP/MANAGING MEMBER OF SIMBONBAKER & PARTNERS LLC
Simon Gareth Baker
MANAGING MEMBER
Gerald Meredith Luff
CHIEF OPERATING OFFICER/PARTNER OF BAKER AVENUE ASSET MANAGEMENT LP
Office locations
8 offices in 6 states
CA
SAN FRANCISCOHQ
CA
DEL MAR
FL
NAPLES
ID
KETCHUM
WA
SEATTLE
NY
NEW YORK
TX
SOUTHLAKE
TX
HOUSTON
Advisors at this firm
31 advisors in the directory
Simon Gareth Baker
Investment Adviser Representative
Jonathan Michael Bernstein
Investment Adviser Representative
Julia Bialek
Investment Adviser Representative
Daniel Joseph Cassell
Investment Adviser Representative
Doug Scott Couden
Investment Adviser Representative
Michael D Dunn
Investment Adviser Representative
Geoffrey Dale Erwin
Investment Adviser Representative
Peter Nicholas Espiritu
Investment Adviser Representative
Erik Matthew Gholtoghian
Investment Adviser Representative
Timothy Michael Gordon
Investment Adviser Representative
Dong-Hwan Hong
Investment Adviser Representative
Sonia Neves Khaki
Investment Adviser Representative
Hannah Gee Youn Kim
Investment Adviser Representative
Joseph Kristopher Krauszer
Investment Adviser Representative
Sanden Leavers
Investment Adviser Representative
Joseph Lesnick
Investment Adviser Representative
King Shan Lip
Investment Adviser Representative
Gerald Meredith Luff
Investment Adviser Representative
Nicholas Robert McInnis
Investment Adviser Representative
Matthew Thomas Todd Munro
Investment Adviser Representative
Tom Min Ngo
Investment Adviser Representative
Gerry Oconnell
Investment Adviser Representative
Elena Panco
Investment Adviser Representative
Sheila Mary Rabaut
Investment Adviser Representative
Glen Alan Rives
Investment Adviser Representative
Austin James Roesler
Investment Adviser Representative
Scott Christopher Stephens
Investment Adviser Representative
Michael Allan Tideman
Investment Adviser Representative
Tanya Faye Welch
Investment Adviser Representative
David White
Investment Adviser Representative
Joshua C Young
Investment Adviser Representative
Regulatory & compliance
CRD number
#132657
SEC Number
801-63576
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
bakerave.comPhone
415-986-1110Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BAKERAVENUE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.