PPrivate Fund Data Log in Join · $37/mo

Baker Ellis Asset Management LLC

● SEC registered since 2002CRD 121802SEC# 801-61479Vancouver, WA
Export (members)
Reg. AUM
$874.2M
Employees
5
Accounts
349
Location
Vancouver, WA

Baker Ellis Asset Management LLC assets under management

Baker Ellis Asset Management LLC operates as an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 2002. It reports $874.2 million in regulatory assets under management and employs 5 people.
www.bakerellis.comView on SEC.gov ↗

Baker Ellis Asset Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Barnes Cleland Ellis ControlMember50-75%2021
Brian Christian Baker ControlMember50-75%2002
Patricia Anne Watson ControlCco, Head Of OperationsUnder 5%2021

Frequently asked questions

How much does Baker Ellis Asset Management LLC manage?

Baker Ellis Asset Management LLC reports $874.2 million in regulatory assets under management on its Form ADV.

How many employees does Baker Ellis Asset Management LLC have?

Baker Ellis Asset Management LLC reports 5 employees.

Where is Baker Ellis Asset Management LLC located?

Baker Ellis Asset Management LLC is based in Vancouver, WA and has been SEC-registered since 2002.

Does Baker Ellis Asset Management LLC disclose fund performance?

Baker Ellis Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address805 Broadway St., Suite 400, Vancouver, WA 98660
Phone503-227-5778
Fax503-227-5820
Office hours7:00 a.m. - 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1365559
Discloses disciplinary historyNo

Assets under management

Discretionary$874.2M
Non-discretionary$0
Total (RAUM)$874.2M