Baker Street Advisors, Llc
- Regulatory AUM
- $20.8B
- Discretionary
- $20.8B
- Clients
- 538
- Avg AUM / client
- $38.6M
- Accounts
- 5,397
- Employees
- 63
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 504 | $18.0B | 86.9% |
| Charitable organizations | 34 | $2.7B | 13.1% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Community Foundation Of The Napa Valley EIN 680349777 | Napa, CA | 06/30/2024 |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Colin, Jeffrey, Wayne | Managing Member | Sep 2003 (23y) | 5% – 10% | |
| Vandenakker, Michael | Partner | Feb 2004 (23y) | Less than 5% | |
| Wilkens, Christopher, John | Partner | Mar 2007 (19y) | 5% – 10% | |
| Bonvechio, Jennifer, Lynn | Partner/Cco | Jan 2014 (13y) | Less than 5% | |
| Milligan, James, Edward | Partner | Jan 2017 (10y) | 5% – 10% | |
| Elegant, Adam, Trevor | Partner | Nov 2019 (7y) | Less than 5% | |
| Heather Leigh Pelant | Partner | CFP | Jan 2020 (7y) | Less than 5% |
| Umphrey, Wendy, Anne | Partner | Jan 2020 (7y) | Less than 5% | |
| Murray, Ryan, Edward | Managing Director | Apr 2023 (3y) | Less than 5% | |
| Bardini, Jeffrey, Michael | Managing Director | Dec 2023 (3y) | Less than 5% | |
| Gannon, Alexander, Gosselin | Managing Director | Dec 2023 (3y) | Less than 5% | |
| Roth, Annie, Endozo | Managing Director | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Watson Acquisition, Llc | Manager Member | Apr 2015 | A | 50% – 75% |
| Amg Wealth Partners, Lp | Member | Jan 2015 | B | 50% – 75% of Affiliated Managers Group, Inc. (indirect) |
| Amg Wp Lp Holdings, Llc | Limited Partner | Mar 2011 | B | 50% – 75% of Amg Wealth Partners, Lp (indirect) |
| Affiliated Managers Group, Inc. | Series A Member And Manager | Mar 2011 | B | 50% – 75% of Amg Wp Lp Holdings, Llc (indirect) |
| Amg Wp Gp Holdings Corp. | General Partner | Dec 2011 | B | GP / trustee / elected manager of Amg Wealth Partners, Lp (indirect) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Community Foundation Of The Napa Valley | Public charity | $79.7M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $9.7B (47% of AUM) Mar 2026
- Fidelity Brokerage Services $8.3B (40% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗