Family Office · San Francisco, CA, United States
BakerAvenue Wealth Management is a privately held investment advisory firm founded in 2004 and headquartered in San Francisco, California. The company provides wealth management, investment advisory, and financial planning services to individuals, families, and institutions. BakerAvenue is known for its personalized approach to portfolio management and its focus on helping clients achieve long-term financial goals. The firm also emphasizes socially responsible investing and has expanded its presence with additional offices in New York and Dallas.
Customer segments
High-net-worth individuals, Families, Entrepreneurs
Geography
US
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BakerAvenue Wealth Management deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks BakerAvenue Wealth Management alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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