BAKER STREET ADVISORS, LLC
CRD #128066 SEC #801-62370 SAN FRANCISCO, CA 415-344-6180
SEC Registered
Total AUM
$17.8B
Discretionary
$17.8B
Employees
62
Clients
251
Accounts
535
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | SR. VICE PRESIDENT/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | PARTNER/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | PARTNER/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | PARTNER/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | PARTNER/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | PARTNER/CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | PARTNER & CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | PARTNER & CCO | NA | Control |
| BONVECHIO, JENNIFER, LYNN | I | PARTNER & CCO | NA | Control |
| BURKE, PATRICK, MICHAEL | I | VICE PRESIDENT | NA | |
| BURKE, PATRICK, MICHAEL | I | VICE PRESIDENT | NA | |
| BURKE, PATRICK, MICHAEL | I | VICE PRESIDENT | NA | |
| BURKE, PATRICK, MICHAEL | I | VICE PRESIDENT | NA | |
| BURKE, PATRICK, MICHAEL | I | VICE PRESIDENT | NA | |
| Bardini, Jeffrey, Michael | I | MANAGING DIRECTOR | NA | Control |
| Bardini, Jeffrey, Michael | I | MANAGING DIRECTOR | NA | Control |
| Bardini, Jeffrey, Michael | I | MANAGING DIRECTOR | NA | Control |
| Bardini, Jeffrey, Michael | I | MANAGING DIRECTOR | NA | Control |
| ELEGANT, ADAM, TREVOR | I | MANAGING DIRECTOR | NA | Control |
| ELEGANT, ADAM, TREVOR | I | MANAGING DIRECTOR | NA | Control |
| ELEGANT, ADAM, TREVOR | I | MANAGING DIRECTOR | NA | Control |
| ELEGANT, ADAM, TREVOR | I | MANAGING DIRECTOR | NA | Control |
| ELEGANT, ADAM, TREVOR | I | MANAGING DIRECTOR | NA | Control |
| ELEGANT, ADAM, TREVOR | I | PARTNER | NA | Control |
| ELEGANT, ADAM, TREVOR | I | PARTNER | NA | Control |
| ELEGANT, ADAM, TREVOR | I | PARTNER | NA | Control |
| ELEGANT, ADAM, TREVOR | I | PARTNER | NA | Control |
| ELEGANT, ADAM, TREVOR | I | PARTNER | NA | Control |
| ELEGANT, ADAM, TREVOR | I | PARTNER | NA | Control |
| ELEGANT, ADAM, TREVOR | I | PARTNER | NA | Control |
| ELEGANT, ADAM, TREVOR | I | PARTNER | NA | Control |
| FINE, EDWARD, HUGGINS | I | DIRECTOR | NA | |
| FINE, EDWARD, HUGGINS | I | DIRECTOR | NA | |
| FINE, EDWARD, HUGGINS | I | DIRECTOR | NA | |
| GORDON, CHRISTOPHER, HOLMES | I | MANAGING DIRECTOR | NA | Control |
| GORDON, CHRISTOPHER, HOLMES | I | MANAGING DIRECTOR | NA | Control |
| GORDON, CHRISTOPHER, HOLMES | I | MANAGING DIRECTOR | NA | Control |
| Gannon, Alexander, Gosselin | I | MANAGING DIRECTOR | NA | Control |
| Gannon, Alexander, Gosselin | I | MANAGING DIRECTOR | NA | Control |
| Gannon, Alexander, Gosselin | I | MANAGING DIRECTOR | NA | Control |
| Gannon, Alexander, Gosselin | I | MANAGING DIRECTOR | NA | Control |
| KIENZLE, JORDAN, CHRISTOPHER | I | PARTNER | NA | Control |
| KIENZLE, JORDAN, CHRISTOPHER | I | PARTNER | NA | Control |
| KIENZLE, JORDAN, CHRISTOPHER | I | PARTNER | NA | Control |
| LESS, CATHERINE | I | VICE-PRESIDENT | NA | |
| LESS, CATHERINE | I | VICE-PRESIDENT | NA | |
| LESS, CATHERINE | I | VICE-PRESIDENT | NA | |
| LESS, CATHERINE | I | VICE-PRESIDENT | NA | |
| LESS, CATHERINE | I | VICE-PRESIDENT | NA | |
| LESS, CATHERINE | I | VICE-PRESIDENT | NA | |
| LESS, CATHERINE | I | VICE-PRESIDENT | NA | |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MURRAY, RYAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MURRAY, RYAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MURRAY, RYAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MURRAY, RYAN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| PELANT, HEATHER, LEIGH | I | MANAGING DIRECTOR | NA | Control |
| PELANT, HEATHER, LEIGH | I | MANAGING DIRECTOR | NA | Control |
| PELANT, HEATHER, LEIGH | I | MANAGING DIRECTOR | NA | Control |
| PELANT, HEATHER, LEIGH | I | MANAGING DIRECTOR | NA | Control |
| PELANT, HEATHER, LEIGH | I | MANAGING DIRECTOR | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| PELANT, HEATHER, LEIGH | I | PARTNER | NA | Control |
| ROTH, ANNIE, ENDOZO | I | MANAGING DIRECTOR | NA | Control |
| ROTH, ANNIE, ENDOZO | I | MANAGING DIRECTOR | NA | Control |
| ROTH, ANNIE, ENDOZO | I | MANAGING DIRECTOR | NA | Control |
| ROTH, ANNIE, ENDOZO | I | MANAGING DIRECTOR | NA | Control |
| THALMAN, ANN, COOK | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| THALMAN, ANN, COOK | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| THALMAN, ANN, COOK | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| THALMAN, ANN, COOK | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| THALMAN, ANN, COOK | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| THALMAN, ANN, COOK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THALMAN, ANN, COOK | I | SR. VICE PRESIDENT/COO | NA | Control |
| THALMAN, ANN, COOK | I | SR. VICE PRESIDENT/COO | NA | Control |
| THALMAN, ANN, COOK | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| THALMAN, ANN, COOK | I | SR. VICE PRESIDENT/COO | NA | Control |
| THALMAN, ANN, COOK | I | SR. VICE PRESIDENT/COO | NA | Control |
| THALMAN, ANN, COOK | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| THALMAN, ANN, COOK | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| THALMAN, ANN, COOK | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| THALMAN, ANN, COOK | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| THALMAN, ANN, COOK | I | SR. VICE PRESIDENT/COO | NA | Control |
| THALMAN, ANN, COOK | I | SR. VICE PRESIDENT/COO | NA | Control |
| THALMAN, ANN, COOK | I | SR. VICE PRESIDENT/COO | NA | Control |
| THALMAN, ANN, COOK | I | SR. VICE PRESIDENT/COO | NA | Control |
| THOMAS, RHONDA, LEE | I | VICE-PRESIDENT | NA | |
| THOMAS, RHONDA, LEE | I | VICE-PRESIDENT | NA | |
| THOMAS, RHONDA, LEE | I | VICE-PRESIDENT | NA | |
| THOMAS, RHONDA, LEE | I | VICE-PRESIDENT | NA | |
| THOMAS, RHONDA, LEE | I | VICE-PRESIDENT | NA | |
| THOMAS, RHONDA, LEE | I | VICE-PRESIDENT | NA | |
| THOMAS, RHONDA, LEE | I | VICE-PRESIDENT | NA | |
| UMPHREY, WENDY, ANNE | I | MANAGING DIRECTOR | NA | Control |
| UMPHREY, WENDY, ANNE | I | MANAGING DIRECTOR | NA | Control |
| UMPHREY, WENDY, ANNE | I | MANAGING DIRECTOR | NA | Control |
| UMPHREY, WENDY, ANNE | I | MANAGING DIRECTOR | NA | Control |
| UMPHREY, WENDY, ANNE | I | MANAGING DIRECTOR | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| UMPHREY, WENDY, ANNE | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | NA | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | NA | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | NA | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | NA | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | NA | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | NA | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | NA | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | NA | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | D | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | D | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | D | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | D | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | D | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | D | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | D | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | D | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | D | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | D | Control |
| WATSON ACQUISITION, LLC | DE | MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| WATSON ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | C | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | C | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | C | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | C | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | C | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | C | Control |
| HERSHNER, THOMAS, LAWRENCE | I | PARTNER | C | Control |
| HERSHNER, THOMAS, LAWRENCE | I | PARTNER | C | Control |
| HERSHNER, THOMAS, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HERSHNER, THOMAS, LAWRENCE | I | PARTNER | C | Control |
| HERSHNER, THOMAS, LAWRENCE | I | PARTNER | C | Control |
| HERSHNER, THOMAS, LAWRENCE | I | MEMBER | C | Control |
| HERSHNER, THOMAS, LAWRENCE | I | PARTNER | C | Control |
| HERSHNER, THOMAS, LAWRENCE | I | PARTNER | C | Control |
| HERSHNER, THOMAS, LAWRENCE | I | PARTNER | C | Control |
| HERSHNER, THOMAS, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HERSHNER, THOMAS, LAWRENCE | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| VANDENAKKER, MICHAEL | I | PARTNER | C | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | B | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| COLIN, JEFFREY, WAYNE | I | MANAGING MEMBER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | A | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | A | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | A | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | A | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | A | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | A | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | A | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | A | Control |
| MILLIGAN, JAMES, EDWARD | I | MANAGING DIRECTOR | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| MILLIGAN, JAMES, EDWARD | I | PARTNER | A | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | A | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | A | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | A | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | A | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | A | Control |
| WILKENS, CHRISTOPHER, JOHN | I | PARTNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | WATSON ACQUISITION, LLC | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | D | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | D | Control |
| AMG WEALTH PARTNERS, LP | DE | AFFILIATED MANAGERS GROUP, INC. | D | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | D | Control |
Registrations
Federal
IA
Oct 10, 2025 REGISTERED
Notice Filings (10)
AZ CA CO FL LA MA NY OR TX WA
Address
575 MARKET STREETSUITE 600
SAN FRANCISCO, CA 94105
United States
Phone: 415-344-6180