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BARON CAPITAL GROUP

Business and Investment Profile

The BARON CAPITAL GROUP is a privately held investment adviser that advises $52.96Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. BARON CAPITAL GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 2.03% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 43.32 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 767 5TH AVE 48TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 9 US and Non-US bodies.

Employee Profile

They have 221 employees comprised of 41 investment and 180 non-investment staff. The total number of Employees increased by 33.13% over the last 5-years.

Asset Profile

Their $52.96Bn in assets advised are owned by 18 private funds, 32 public funds and BDCs and 23 other accounts. Assets of Investment Companies (IC) clients own $41.98Bn or 79.28% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $7.51Bn or 14.17% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, Traditional LBO and Emerging Markets, representing 97.59%, 2.14% and 0.27% of total assets, respectively.

Client Profile

They advise 7 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 5 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 5 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 20 private funds with $41.56Bn in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

BARON CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: BARON CAPITAL GROUP

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Generated 2026-09-12T06:47:49.2508728.  © 2026 Convergence.