Baron Capital Management, Inc
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Overview
Baron Capital Management, Inc operates as a financial advisory firm located in New York, New York. The firm handles $3.2 billion in total assets over 139 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). Baron Capital Management, Inc has a large team, including 38 financial advisors. Baron Capital Management, Inc does not act as a registered broker-dealer, signifying that 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 assets like equities, options and bonds.
Baron Capital Management, Inc oversees all of its accounts in a discretionary manner. Discretionary management means that buy and sell judgments are made by a portfolio manager without needing to seek the customer's permission. The firm manages an average of $23.3 million in assets for each account. The typical advisor at Baron Capital Management, Inc oversees about four client accounts, placing it among the most personalized firms in the country.
The company's headquarters is located at 767 Fifth Avenue, New York, New York 10153-0023. Baron Capital Management, Inc is legally registered to serve investors across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Baron Capital Management, Inc by the Numbers
$3.2 billion
171
139
$23.3 million
Fee Structure
Financial advisory fees are based on which services the firm provides the client. However, fees billed by Baron Capital Management, Inc most likely include the following fee types: asset-based or performance-based. Baron Capital Management, Inc participates in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Baron Capital Management, Inc does business with a number of different clients. The firm caters to high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, corporations and other. Out of its 139 customers, Baron Capital Management, Inc's largest client is other, but it also serves 16 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 21% of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 11.51%
- Other Individuals - 0%
- Corporations - 84.17%
- Charitable Organizations - 4.32%
* 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
Baron Capital Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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