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Baker Avenue Asset Management

601 California Street, Suite750
San Francisco, California 94108
United States
 
Contact :      Jerry Luff
Phone :       415 986 1110
Fax :             415 986 4140
Email :         ej@bakerave.com
Web :           http://bakerave.com

Baker Avenue Asset Management Information

Type of organization : Limited Partnership
Total Assets Managed ($Mil) : $750
Tax-Exempt Managed ($Mil) : $450
Taxable Assets Managed ($Mil) : $500
Year Founded : 2004
Wrap Programs Offered? : No
# of Accounts Managed : 1000
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Baker Avenue Asset Management History

Baker Avenue Asset Management (BAAM) was founded in October 2004.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
120
$218
 
Limited Partnership :
 
Foundations :
5
$22
ERISA :
Unions, Taft-Hartley :
Public :
Others :
5
$20
Total # of Professional : 15 Analysts : 3
Portfolio Managers : 2 Traders : 1
Client Service : 5 Operation : 1

Baker Avenue Asset Management Personnel

Mr.  Simon Baker

President/CEO
Tel : 415 986 1110
Email: sb@bakerave.com
Mr. Baker is the founder and CEO of Baker Avenue Asset Management (BAAM) and President of Great Gable Partners L.P. with overall responsibility for investment performance. He also serves as a member of BAAM�s Investment Committee. Previously, Simon was a Managing Director at Banc of America Securities, where he was responsible for managing over $1 billion of high net worth client funds and family assets. Before Banc of America, Simon worked for seven years as a Wealth Management Director at Credit Suisse First Boston and Donaldson, Lufkin & Jenrette (DLJ). It was at DLJ that Mr. Baker co-developed BAAM�s Total Return All Cap model. Mr. Baker began his wealth management career in 1994 as a high net worth advisor with Morgan Stanley Dean Witter in San Francisco. Simon graduated cum laude with a B.A. in economics from Hartwick College in 1993.

Mr.  Jerry Luff

Vice President
Tel : 415-986-1110
Email: jl@bakerave.com
Mr. Luff is the Senior Adviser at Baker Avenue Asset Management, LP. Prior to joining Baker Avenue, Jerry spent five years in the Global Wealth and Investment Management department of Banc of America Investments. Earlier, Mr. Luff worked on the institutional sales sides at Bear Stearns and Morgan Stanley Dean Witter, concentrating on fixed income products. Mt. Luff earned a B.A. in Finance from the University of Texas and his M.B.A in Finance from Fordham University. He has his Series 7, 63 and 65 and is a registered CFP.

Mr.  King Lip

Portfolio Manager
Tel : 415-986-1110
Email: kl@bakerave.com
Mr. Lip is a portfolio manager and lead advisor at Baker Avenue Asset Management. He serves on the investment committee and is responsible for the management of our passive and tactical investment strategies. As a lead advisor with 11 years of market experience, Mr. Lip also provides wealth management and financial planning services to our private clients. Prior to joining Baker Avenue, he was responsible for managing over $220 million in assets as a portfolio manager at Bingham, Osborn, and Scarborough, LLC (BOS). Prior to BOS, Mr. Lip served as the lead portfolio manager at the family office of a Forbes List ultra high net worth individual. As an analyst at Donaldson, Lufkin & Jenrette (DLJ) and at Credit Suisse First Boston (CSFB), Mr. Lip worked closely with Mr. Baker managing BAAMs All Cap Core strategy. Mr. Lip earned a B.A. in Economics and a B.S. in Business Administration from the University of California at Berkeley, Haas School of Business and a M.S. in Banking and Financial Services Management from Boston University. He holds both the CERTIFIED FINANCIAL PLANNERTM (CFP) and the Chartered Financial Analyst (CFA) certifications and is one of only 1,200 professionals in the United States who holds both designations. Mr. Lip also holds the California real estate brokers license and has experience with many forms of real estate investments. Mr. Lip has been nominated as a Top 100 Independent Wealth Advisor in Barrons magazine and in the San Francisco Business Times. He has been quoted in leading financial publications such as Better Investing, Consumer Reports, and Registered Rep.

Baker Avenue Asset Management Product Name

Report Created: December,15 2018.  Copyright Money Manager Review , All rights Reserved.
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