Fort Baker Capital Management Lp
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Overview
Fort Baker Capital Management Lp operates as an advisory firm based in Larkspur, California. The firm administers $787.3 million in total assets over six accounts, making it one of the larger firms in the nation by assets under management (AUM). Fort Baker Capital Management Lp has a small group, including 7 financial advisors. Fort Baker Capital Management Lp is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as options, equities and bonds.
Fort Baker Capital Management Lp administers all of the company's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction choices without requiring the customer's approval. The company manages about $131.2 million in assets for every account. The average financial advisor at Fort Baker Capital Management Lp manages fewer than one client account, making it one of the most individualized firms in the country.
Fort Baker Capital Management Lp's central office is at 700 Larkspur Landing Circle, Larkspur, California 94939. The firm is legally registered to serve customers across a number of states, including California, Idaho and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fort Baker Capital Management Lp by the Numbers
$787.3 million
11
6
$131.2 million
Fee Structure
Financial advisory fees usually vary depending on the financial services provided. However, fees charged by the company may include the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles and other. Out of its six customers, Fort Baker Capital Management Lp's largest client type is pooled investment vehicles. About 86% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fort Baker Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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