# BARON CAPITAL MANAGEMENT, INC.

BARON CAPITAL MANAGEMENT, INC. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 110791
- Type: SEC-registered investment adviser
- SEC file number: 801-18656
- Location: 767 FIFTH AVENUE, 48TH FLOOR, NEW YORK, NY, 10153-0023
- Phone: 212-583-2000
- Latest filing: 2026-05-29
- Regulatory AUM: $10.8B
- Discretionary AUM: $10.8B
- Clients: 221
- Accounts: 125

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (37)

_Showing 25 of 37 people._

| Name | Role | Location |
| --- | --- | --- |
| Richard Bronstein | DIRECTOR | Morgan Hill, CA |
| Ronald Stephen Baron | CHAIRMAN & CEO; DIRECTOR, CHAIRMAN & CEO; FOUNDER & CEO | — |
| Clifford Greenberg | DIRECTOR, SENIOR VICE PRESIDENT & CO-CIO; SENIOR MANAGING DIRECTOR, & CO-CIO | — |
| Susan Jan Robbins | DIRECTOR & VICE PRESIDENT; SENIOR MANAGING DIRECTOR | — |
| Andrew Joshua Peck | DIRECTOR, SENIOR VICE PRESIDENT & CO-CIO; SENIOR MANAGING DIRECTOR, & CO-CIO | — |
| Patrick Michael Patalino | SENIOR MANAGING DIRECTOR, CHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT, GENERAL COUNSEL & SECRETARY (+1 more) | — |
| Anita Marie Nagler | DIRECTOR | — |
| David Robert Baron | CO-PRESIDENT; DIRECTOR & CO-PRESIDENT; DIRECTOR & VICE PRESIDENT (+1 more) | — |
| Michael R Baron | DIRECTOR & CO-PRESIDENT; DIRECTOR & VICE PRESIDENT; SHAREHOLDER | — |
| Louis Barrett Beasley | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| Kristine F Treglia | MANAGING DIRECTOR, CHIEF LEGAL OFFICER; VICE PRESIDENT, CHIEF LEGAL OFFICER; VP, CHIEF LEGAL OFFICER | — |
| Rachel Rebecca Stern | DIRECTOR, SR. VICE PRESIDENT & CHIEF OPERATING OFFICER | — |
| Linda S Martinson | DIRECTOR | — |
| Peggy C Wong | DIRECTOR | — |
| DODDS CHRISTOPHER VINCENT | DIRECTOR | — |
| JACOBS GREGORY BRIAN | VICE PRESIDENT & CHIEF DISTRIBUTION OFFICER | — |
| SCHAJA MORDECAI ALAN | PRESIDENT, COO & DIRECTOR | — |
| NAGLER ANITA MARIE | DIRECTOR | — |
| BARON RONALD STEPHEN | CHAIRMAN & CEO; CHAIRMAN, CEO; CHAIRMAN, CEO & CIO (+1 more) | — |
| GREENBERG CLIFFORD | DIRECTOR & SENIOR VICE PRESIDENT; DIRECTOR, SENIOR VICE PRESIDENT & CO-CIO; DIRECTOR & SR. VICE PRESIDENT (+1 more) | — |
| MARTINSON LINDA S | DIRECTOR; DIRECTOR, CHIEF OPERATING OFFICER, VICE PRESIDENT, SECRETARY & GENERAL COUNSEL; DIRECTOR, PRESIDENT & CHIEF OPERATING OFFICER (+3 more) | — |
| ROBBINS SUSAN JAN | DIRECTOR & VICE PRESIDENT; VICE PRESIDENT, DIRECTOR | — |
| WONG PEGGY C | CHIEF FINANCIAL OFFICER & TREASURER; DIRECTOR; TREASURER, CFO (+1 more) | — |
| COHN LAWRENCE J | VICE PRESIDENT & CHIEF INFORMATION OFFICER | — |
| HEANEY GRETTA JANE | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Private funds (7)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| BARONX, L.P. | Other Private Fund | Delaware | 487 | $4.5B | $1.0M |
| BARONX II, L.P. | Other Private Fund | Delaware | 282 | $1.0B | $1.0M |
| CASTLE ADVISERS, L.P. | Other Private Fund | Delaware | 114 | $818.5M | $25K |
| BARON USA PARTNERS FUND LTD. | Other Private Fund | British Virgin Islands | 34 | $590.8M | $250K |
| BARON EMERGING MARKETS FUND LTD | Other Private Fund | Cayman Islands | 8 | $133.1M | $5.0M |
| BARONX CAYMAN, L.P. | Other Private Fund | Cayman Islands | 13 | $54.5M | $1.0M |
| BARONX II CAYMAN, L.P. | Other Private Fund | Cayman Islands | 11 | $44.0M | $1.0M |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WEST PALM BEACH | FL | 1 | 2125832010 |
| WEST PALM BEACH | FL | 1 | 2125832010 |


## Fund service providers (2)

- custodian: BARONX CAYMAN, L.P.
- custodian: BARONX II CAYMAN, L.P.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110791/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110791/similar
- Related entities: https://search.stillhousedata.com/firm/110791/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110791

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.