BakerAvenue Asset Management Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 2004
  • Employees
  • 14

BakerAvenue Asset Management General Information


Founded in 2004, BakerAvenue Wealth Management provides wealth management services supported with proprietary investment management expertise. The firm is headquartered in San Francisco, with offices in New York, Dallas, Palm Beach and Naples.

Contact Information

Year Founded
Service Provider Type
LP Consultants
Primary Office
  • 301 Battery Street
  • 2nd Floor
  • San Francisco, CA 94111
  • United States
+1 (415) 000-0000
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BakerAvenue Asset Management Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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BakerAvenue Asset Management Team (19)

Name Title Deals Office Contact
Simon Baker Founder, Chief Executive Officer and Chairman of The Investment Committee San Francisco, CA
Tom Ngo Chairperson of the Executive Committee, Member of the Investment Committee, Partner & President San Francisco, CA
Gerald Luff Chief Operating Officer & Partner San Francisco, CA
Scott Stephens Wealth Advisor, Managing Director & Partner Dallas, TX
Tanya Welch Managing Director & Wealth Advisor San Francisco, CA
You’re viewing 5 of 19 team members. Get the full list »