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FORT BAKER CAPITAL MANAGEMENT LP

LARKSPUR, CA · CRD 282926 · IAPD ↗ · fortbakercapital.com · 415-306-5508

$1.07BRegulatory AUM
6Advisory reps
9Employees
1Clients
n/aPlanning clients
1Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — FORT BAKER CAPITAL MANAGEMENT LP notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — FORT BAKER CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($820.9M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
33
April 2025 — FORT BAKER CAPITAL MANAGEMENT LP reported RAUM down 34% ($1.24B -> $820.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — FORT BAKER CAPITAL MANAGEMENT LP shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — FORT BAKER CAPITAL MANAGEMENT LP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — FORT BAKER CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($787.3M -> $1.24B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.