BAKER AVENUE ASSET MANAGEMENT, LP
Legal name: BAKERAVENUE
CRD #132657 SEC #801-63576 SAN FRANCISCO, CA 415-986-1110
SEC Registered
Total AUM
$3.8B
Discretionary
$3.4B
Employees
46
Clients
26
Accounts
3,138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $3.8B | $3.4B | $368.3M | 46 | 1 |
| Jul 2025 | $3.8B | $3.4B | $368.3M | 46 | 1 |
| Mar 2025 | $3.8B | $3.4B | $368.3M | 46 | 1 |
| Nov 2024 | $2.6B | $2.5B | $55.3M | 47 | 1 |
| Aug 2024 | $2.6B | $2.5B | $55.3M | 45 | 1 |
| Jun 2024 | $2.6B | $2.5B | $55.3M | 38 | 1 |
| Apr 2024 | $2.6B | $2.5B | $55.3M | 38 | 1 |
| Mar 2024 | $2.6B | $2.5B | $55.3M | 38 | 1 |
| Oct 2023 | $1.9B | $1.9B | $46.5M | 39 | 1 |
| Oct 2023 | $1.9B | $1.9B | $46.5M | 40 | 1 |
| Jul 2023 | $1.9B | $1.9B | $46.5M | 39 | 1 |
| Jul 2023 | $1.9B | $1.9B | $46.5M | 39 | 1 |
| Jun 2023 | $1.9B | $1.9B | $46.5M | 38 | 1 |
| Mar 2023 | $1.9B | $1.9B | $46.5M | 39 | 1 |
| Jan 2023 | $2.1B | $1.9B | $264.7M | 38 | 1 |
| Nov 2022 | $2.1B | $1.9B | $264.7M | 38 | 1 |
| Jul 2022 | $2.1B | $1.9B | $264.7M | 38 | 1 |
| Mar 2022 | $2.6B | $2.2B | $410M | 28 | 1 |
| Oct 2021 | $2B | $1.7B | $304M | 26 | 1 |
| Sep 2021 | $2B | $1.7B | $304M | 26 | 1 |
| Apr 2021 | $2B | $1.7B | $304M | 26 | 1 |
| Mar 2021 | $2B | $1.7B | $304M | 26 | 1 |
| Jun 2020 | $1.7B | $1.5B | $210.6M | 24 | 0 |
| Mar 2020 | $1.7B | $1.5B | $210.6M | 24 | 0 |
| Jul 2019 | $1.6B | $1.3B | $215.5M | 23 | 0 |
| Mar 2019 | $1.6B | $1.3B | $215.5M | 23 | 0 |
| Jun 2018 | $1.6B | $1.2B | $422.9M | 22 | 0 |
| Mar 2018 | $1.6B | $1.2B | $422.9M | 22 | 0 |
| Mar 2018 | $1.6B | $1.2B | $422.9M | 22 | 0 |
| Nov 2017 | $1.2B | $863.4M | $291.7M | 22 | 0 |
| Feb 2017 | $1.2B | $863.4M | $291.7M | 19 | 700 |
| Aug 2016 | $879M | $790M | $89M | 19 | 700 |
| Mar 2016 | $879M | $790M | $89M | 23 | 700 |
| Dec 2015 | $1.2B | $928M | $302M | 25 | 700 |
| Mar 2015 | $1.2B | $928M | $302M | 25 | 700 |
| Jan 2015 | $1.1B | $818M | $312M | 20 | 600 |
| Sep 2014 | $1.1B | $818M | $312M | 20 | 600 |
| Jul 2014 | $1.1B | $818M | $312M | 20 | 600 |
| Apr 2014 | $1.1B | $760M | $298M | 19 | 600 |
| Mar 2014 | $968M | $682M | $286M | 18 | 600 |
| Nov 2013 | $813.9M | $506.9M | $307M | 15 | 500 |
| Mar 2013 | $813.9M | $506.9M | $307M | 15 | 500 |
| Nov 2012 | $760.2M | $453.5M | $306.8M | 13 | 400 |
| Sep 2012 | $760.2M | $453.5M | $306.8M | 11 | 400 |
| Apr 2012 | $760.2M | $453.5M | $306.8M | 11 | 400 |
| Mar 2012 | $760.2M | $453.5M | $306.8M | 11 | 400 |
| Mar 2012 | $760.2M | $453.5M | $306.8M | 11 | 400 |
| Jul 2011 | $588.2M | $416.5M | $171.6M | -- | -- |
| Apr 2011 | $468.3M | $468.3M | $0 | -- | -- |
| Oct 2010 | $428M | $428M | $0 | -- | -- |
| Aug 2010 | $510M | $510M | $0 | -- | -- |
| Aug 2010 | $510M | $510M | $0 | -- | -- |
| Apr 2010 | $510M | $510M | $0 | -- | -- |
| Jan 2010 | $444.1M | $404.1M | $40M | 10 | -- |
| Oct 2009 | $433M | $373M | $60M | 10 | -- |
| Apr 2009 | $266.3M | $156.3M | $110M | 10 | -- |
| Mar 2009 | $266.3M | $156.3M | $110M | 10 | -- |
| Feb 2009 | $266.3M | $156.3M | $110M | 10 | -- |
| Feb 2009 | $266.3M | $156.3M | $110M | 10 | -- |
| Feb 2009 | $266.3M | $156.3M | $110M | 10 | -- |
| May 2007 | $183M | $163M | $20M | 5 | -- |
| May 2007 | $105M | $105M | $0 | 5 | -- |
| Feb 2007 | $81.3M | $81.3M | $0 | 5 | -- |
| Mar 2006 | $37.4M | $29M | $8.4M | 5 | -- |
| Feb 2006 | $36.7M | $36.7M | $0 | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$368.3M
Employees46
Clients1
DateJul 2025
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$368.3M
Employees46
Clients1
DateMar 2025
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$368.3M
Employees46
Clients1
DateNov 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$55.3M
Employees47
Clients1
DateAug 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$55.3M
Employees45
Clients1
DateJun 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$55.3M
Employees38
Clients1
DateApr 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$55.3M
Employees38
Clients1
DateMar 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$55.3M
Employees38
Clients1
DateOct 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$46.5M
Employees39
Clients1
DateOct 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$46.5M
Employees40
Clients1
DateJul 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$46.5M
Employees39
Clients1
DateJul 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$46.5M
Employees39
Clients1
DateJun 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$46.5M
Employees38
Clients1
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$46.5M
Employees39
Clients1
DateJan 2023
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$264.7M
Employees38
Clients1
DateNov 2022
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$264.7M
Employees38
Clients1
DateJul 2022
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$264.7M
Employees38
Clients1
DateMar 2022
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$410M
Employees28
Clients1
DateOct 2021
Total AUM$2B
Discretionary$1.7B
Non-Disc.$304M
Employees26
Clients1
DateSep 2021
Total AUM$2B
Discretionary$1.7B
Non-Disc.$304M
Employees26
Clients1
DateApr 2021
Total AUM$2B
Discretionary$1.7B
Non-Disc.$304M
Employees26
Clients1
DateMar 2021
Total AUM$2B
Discretionary$1.7B
Non-Disc.$304M
Employees26
Clients1
DateJun 2020
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$210.6M
Employees24
Clients0
DateMar 2020
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$210.6M
Employees24
Clients0
DateJul 2019
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$215.5M
Employees23
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$215.5M
Employees23
Clients0
DateJun 2018
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$422.9M
Employees22
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$422.9M
Employees22
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$422.9M
Employees22
Clients0
DateNov 2017
Total AUM$1.2B
Discretionary$863.4M
Non-Disc.$291.7M
Employees22
Clients0
DateFeb 2017
Total AUM$1.2B
Discretionary$863.4M
Non-Disc.$291.7M
Employees19
Clients700
DateAug 2016
Total AUM$879M
Discretionary$790M
Non-Disc.$89M
Employees19
Clients700
DateMar 2016
Total AUM$879M
Discretionary$790M
Non-Disc.$89M
Employees23
Clients700
DateDec 2015
Total AUM$1.2B
Discretionary$928M
Non-Disc.$302M
Employees25
Clients700
DateMar 2015
Total AUM$1.2B
Discretionary$928M
Non-Disc.$302M
Employees25
Clients700
DateJan 2015
Total AUM$1.1B
Discretionary$818M
Non-Disc.$312M
Employees20
Clients600
DateSep 2014
Total AUM$1.1B
Discretionary$818M
Non-Disc.$312M
Employees20
Clients600
DateJul 2014
Total AUM$1.1B
Discretionary$818M
Non-Disc.$312M
Employees20
Clients600
DateApr 2014
Total AUM$1.1B
Discretionary$760M
Non-Disc.$298M
Employees19
Clients600
DateMar 2014
Total AUM$968M
Discretionary$682M
Non-Disc.$286M
Employees18
Clients600
DateNov 2013
Total AUM$813.9M
Discretionary$506.9M
Non-Disc.$307M
Employees15
Clients500
DateMar 2013
Total AUM$813.9M
Discretionary$506.9M
Non-Disc.$307M
Employees15
Clients500
DateNov 2012
Total AUM$760.2M
Discretionary$453.5M
Non-Disc.$306.8M
Employees13
Clients400
DateSep 2012
Total AUM$760.2M
Discretionary$453.5M
Non-Disc.$306.8M
Employees11
Clients400
DateApr 2012
Total AUM$760.2M
Discretionary$453.5M
Non-Disc.$306.8M
Employees11
Clients400
DateMar 2012
Total AUM$760.2M
Discretionary$453.5M
Non-Disc.$306.8M
Employees11
Clients400
DateMar 2012
Total AUM$760.2M
Discretionary$453.5M
Non-Disc.$306.8M
Employees11
Clients400
DateJul 2011
Total AUM$588.2M
Discretionary$416.5M
Non-Disc.$171.6M
Employees--
Clients--
DateApr 2011
Total AUM$468.3M
Discretionary$468.3M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$428M
Discretionary$428M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$510M
Discretionary$510M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$510M
Discretionary$510M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$510M
Discretionary$510M
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$444.1M
Discretionary$404.1M
Non-Disc.$40M
Employees10
Clients--
DateOct 2009
Total AUM$433M
Discretionary$373M
Non-Disc.$60M
Employees10
Clients--
DateApr 2009
Total AUM$266.3M
Discretionary$156.3M
Non-Disc.$110M
Employees10
Clients--
DateMar 2009
Total AUM$266.3M
Discretionary$156.3M
Non-Disc.$110M
Employees10
Clients--
DateFeb 2009
Total AUM$266.3M
Discretionary$156.3M
Non-Disc.$110M
Employees10
Clients--
DateFeb 2009
Total AUM$266.3M
Discretionary$156.3M
Non-Disc.$110M
Employees10
Clients--
DateFeb 2009
Total AUM$266.3M
Discretionary$156.3M
Non-Disc.$110M
Employees10
Clients--
DateMay 2007
Total AUM$183M
Discretionary$163M
Non-Disc.$20M
Employees5
Clients--
DateMay 2007
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$81.3M
Discretionary$81.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$37.4M
Discretionary$29M
Non-Disc.$8.4M
Employees5
Clients--
DateFeb 2006
Total AUM$36.7M
Discretionary$36.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--