Baker Street Asset Management, LLC

Financial planning in Sausalito, CA

State registeredNo commissions reported

Call (877) 564-5175 Send a message Map ↗

Public-record details

Address: 1 Harbor Drive, Suite 300, Sausalito, CA 94965
Phone: (877) 564-5175
Listed under: Financial planning, % of assets managed
CRD number: 299027
Registration: State registered: CA
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $91.6 million
Accounts managed: 227
Clients reported (Form ADV 5.D): 91
Individual / high-net-worth clients: 58 / 33
Employees: 2
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-02-05

State registered (CA) investment adviser, CRD 299027, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 299027 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Sausalito

Abunda Financial, LLCOne Harbor Drive, Suite 300 · Sausalito, CA 94965 · (415) 339-8944 · Financial planningCRD 120177 · % of assets, Fixed fees · $103.1 million AUMState registeredNo commissions reported Aperio Group, LLCThree Harbor Drive, Suite 204 · Sausalito, CA 94965 · (415) 339-4300 · Flat / fixed feesCRD 111616 · % of assets, Fixed fees · $152.1 billion AUMSEC registeredNo commissions reported Caldwell Sutter Capital, INC.30 Liberty Ship Way #3225 · Sausalito, CA 94965 · (415) 962-2526 · Financial planningCRD 10489 · % of assets · $605.7 million AUMSEC registeredNo commissions reported Delta Accumulation, LLC1505 Bridgeway, Suite 106 · Sausalito, CA 94965 · (415) 480-0485 · % of assets managedCRD 286434 · % of assets, Performance-based fees · $332.1 million AUMSEC registeredNo commissions reported Mathematica Capital Management, LLC75 Gate 5 Road · Sausalito, CA 94965 · (415) 332-4054 · % of assets managedCRD 120651 · % of assets, Performance-based fees · $12.6 million AUMState registeredNo commissions reported Stafford Capital Management LLC1505 Bridgeway, Suite 206-B · Sausalito, CA 94965 · (415) 362-6120 · % of assets managedCRD 108134 · % of assets · $4.4 million AUMState registeredNo commissions reported The Investment and Philanthropy Corporation44 Anchorage Road · Sausalito, CA 94965 · (415) 377-0929 · % of assets managedCRD 118178 · % of assets · $28.0 million AUMState registeredNo commissions reported Verity Wealth Advisors, LLCOne Harbor Drive, Suite 300 · Sausalito, CA 94965 · (415) 561-3340 · Financial planningCRD 126742 · % of assets, Hourly charges, Fixed fees · $278.5 million AUMSEC registeredNo commissions reported

All 10 in Sausalito →