Baker Street Investment Partners LLC

Baker Street Investment Partners provides discretionary investment management primarily to pooled vehicles and institutional-type clients, and its Form ADV states it intends to serve a broad mix of client types including banks and thrift institutions, sovereign wealth funds, insurance companies, state and municipal governments, pension plans, charitable organizations, other investment advisers, corporations, and individuals. The firm is newly registered and currently reports no assets under management.

The firm’s investment approach centers on fundamental analysis and concentrated, long-term equity ownership, generally targeting a small number of high-quality businesses and using derivatives such as options and warrants as part of portfolio construction. Baker Street also may invest across a wide set of instruments — including fixed income, REITs, structured products, commodities, and cryptocurrencies — and it employs model-based management, discretionary authority, and may use margin and short-selling where appropriate.

Compared with many managers in its category, Baker Street’s intended client base is unusually broad for a firm that primarily manages pooled or institutional assets, notably including other advisers and a range of government, insurance, and banking entities. The firm also contemplates performance-based fee arrangements for eligible clients with contractual loss-recovery/high‑water mark features, does not routinely prepare firm-issued performance reports (relying on custodian statements), and does not accept proxy‑voting responsibility on clients’ behalf.