Overview
Assets Under Management: $4.1 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 15
Average Client Assets: $14 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.98
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 126
Discretionary Accounts: 126
Regulatory Filings
CRD Number: 110791
Last Filing Date: 2025-01-31 00:00:00
Website: HTTPS://WWW.X.COM/BARONFUNDS