BAKOS INVESTMENT MANAGEMENT

BAKOS INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 130351). Regulatory assets under management: $85.6M.

Registration

• CRD: 130351
• Type: Registered investment adviser
• Phone: 650-776-3928
• Latest filing: 2026-04-13
• Regulatory AUM: $85.6M
• Discretionary AUM: $85.6M
• Clients: 2
• Accounts: 132

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130351 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search