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FORT BAKER CAPITAL MANAGEMENT

Business and Investment Profile

The FORT BAKER CAPITAL MANAGEMENT is a privately held investment adviser that advises $1.07Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. FORT BAKER CAPITAL MANAGEMENT is a Public/Private Fund Assets increased by 81.07% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 8.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 700 LARKSPUR LANDING CIRCLE SUITE 275, LARKSPUR, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 9 employees comprised of 6 investment and 3 non-investment staff. The total number of Employees increased by 50% over the last 5-years.

Asset Profile

Their $1.07Bn in assets advised are owned by 6 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $668.56mn or 62.26% of Total Assets and Investment Companies (IC) own $405.29mn or 37.74% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Traditional LBO and Fund of Funds, representing 100% and 0% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 3 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

FORT BAKER CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 3 funds.

Full profile: FORT BAKER CAPITAL MANAGEMENT

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Keywords: Fort Baker Capital Management, Baker, Fort
Generated 2026-09-12T06:49:26.8994192.  © 2026 Convergence.