RIA Intelligence

BAKER STREET PRIVATE WEALTH, LLC

Legal name: BAKER STREET PRIVATE WEALTH

CRD #142073 SEC #801-67277 SAN FRANCISCO, CA 415-344-6177
SEC Registered
Total AUM
$4M
Discretionary
$4M
Employees
5
Clients
--
Accounts
13

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FINE, EDWARD, HUGGINSIDIRECTORNA
FINE, EDWARD, HUGGINSIDIRECTORNA
FINE, EDWARD, HUGGINSIDIRECTORNA
THALMAN, ANN, COOKIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
THALMAN, ANN, COOKICHIEF COMPLIANCE OFFICERNA Control
COLIN, JEFFREY, WAYNEIMANAGING MEMBERC Control
COLIN, JEFFREY, WAYNEIMANAGING MEMBERC Control
HERSHNER, THOMAS, LAWRENCEIPARTNERC Control
HERSHNER, THOMAS, LAWRENCEICHIEF COMPLIANCE OFFICERC Control
HERSHNER, THOMAS, LAWRENCEIPARTNERC Control
HERSHNER, THOMAS, LAWRENCEICHIEF COMPLIANCE OFFICERC Control
VANDENAKKER, MICHAELIPARTNERC Control
VANDENAKKER, MICHAELIPARTNERC Control
WILKENS, CHRISTOPHER, JOHNIPARTNERC Control
WILKENS, CHRISTOPHER, JOHNIPARTNERC Control
COLIN, JEFFREY, WAYNEIMANAGING MEMBERB Control
COLIN, JEFFREY, WAYNEIMANAGING MEMBERB Control
HERSHNER, THOMAS, LAWRENCEIPARTNERB Control
HERSHNER, THOMAS, LAWRENCEIPARTNERB Control
VANDENAKKER, MICHAELIPARTNERB Control
VANDENAKKER, MICHAELIPARTNERB Control
WILKENS, CHRISTOPHER, JOHNIPARTNERB Control
WILKENS, CHRISTOPHER, JOHNIPARTNERB Control

Registrations

Federal

IA
Mar 30, 2007 REGISTERED

Notice Filings (2)

CA OR

Address

50 FREMONT STREET
17TH FLOOR
SAN FRANCISCO, CA 94105
USA
Phone: 415-344-6177