# BAKERAVENUE

BAKERAVENUE of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 132657
- Type: SEC-registered investment adviser
- SEC file number: 801-63576
- Location: ONE EMBARCADERO CENTER, SAN FRANCISCO, CA, 94111
- Phone: 415-986-1110
- Latest filing: 2026-08-07
- Regulatory AUM: $5.1B
- Discretionary AUM: $4.8B
- Non-discretionary AUM: $266.9M
- Clients: 57
- Accounts: 3,690

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Corporations

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| Simon Gareth Baker | CEO / PARTNER; EXECUTIVE CHAIRMAN / PARTNER; MANAGING MEMBER | — |
| Gerald Meredith Luff | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER / PARTNER | — |
| King Shan Lip | CHIEF STRATEGIST / PARTNER | — |
| Doug Scott Couden | CHIEF INVESTMENT OFFICER / PARTNER | — |
| Scott Christopher Stephens | MANAGING DIRECTOR / PARTNER | — |
| Sharon Simpson | PARTNER | — |
| Tom Min Ngo | PRESIDENT & CEO / PARTNER; PRESIDENT / PARTNER | — |
| Tanya Faye Welch | PARTNER | — |
| Gerry Oconnell | PARTNER | — |
| COUDEN DOUG SCOTT | CHIEF INVESTMENT OFFICER / PARTNER; DIRECTOR OF EQUITIES; PARTNER (+1 more) | — |
| BAKER SIMON GARETH | CEO; CEO & MANAGING PARTNER OF BAKER AVENUE ASSET MANAGEMENT LP/MANAGING MEMBER OF SIMBONBAKER & PARTNERS LLC; CEO / PARTNER (+6 more) | — |
| KRUUS STACEY ANN | CCO, CFO, COO; CHIEF COMPLIANCE OFFICER; LIMITED PARTNER (+3 more) | — |
| JARDINE ERIC SETH | PARTNER; PARTNER OF BAKER AVENUE ASSET MANAGEMENT LP; PORTFOLIO MANAGER | — |
| STACEY KRUUS ANN | CCO, CFO, COO | — |
| CONNOR RORY PATRICK | MANAGING DIRECTOR / PARTNER | — |
| LUFF GERALD MEREDITH | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER (+5 more) | — |
| LIP KING SHAN | CHIEF INVESTMENT OFFICER; CHIEF STRATEGIST / PARTNER; PARTNER (+2 more) | — |
| MORDESOVICH RICHARD CHARLES | MANAGING DIRECTOR; PARTNER; PARTNER OF BAKER AVENUE ASSET MANAGEMENT LP | — |
| NGO TOM MIN | PARTNER; PRESIDENT / PARTNER; VICE PRESIDENT / PARTNER | — |
| STEPHENS SCOTT CHRISTOPHER | MANAGING DIRECTOR / PARTNER; PARTNER; PARTNER OF BAKER AVENUE ASSET MANAGEMENT LP | — |
| KIM HANNAH GEE YOUN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER OF BAKER AVENUE ASSET MANAGEMENT LP/CHIEF COMPLIANCE OFFICER OF SIMONBAKER & PARTNERS LLC | — |
| TASSONE JOHN SALVATORE | CHIEF OPERATING OFFICER AND MANAGING MEMBER OF SIMONBAKER & PARTNERS LLC; CHIEF OPERATING OFFICER OF SIMONBAKER & PARTNERS LLC | — |
| SIGAL PETER ANTHONY | PARTNER; PARTNER OF BAKER AVENUE ASSET MANAGEMENT LP | — |
| HAIRE TATE SMATHERS | MANAGING MEMBER OF SIMONBAKER & PARTNERS LLC | — |
| SIMPSON SHARON | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132657/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132657/similar
- Related entities: https://search.stillhousedata.com/firm/132657/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132657

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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.