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Baer Investment Advisory
BAER INVESTMENT ADVISORY LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $119 million in regulatory assets.
Overview
BAER INVESTMENT ADVISORY LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $119 million in regulatory assets. It has 4 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Baer Investment Advisory?
Baer Investment Advisory's leadership team is not publicly disclosed in available records. As a registered investment advisor, investment decisions are made by a team of advisors and portfolio managers, with oversight from a chief investment officer or equivalent. The specific names and backgrounds of key personnel remain private.
What is Baer Investment Advisory's known posture on co-investments alongside external GPs?
Baer Investment Advisory participates in co-investments alongside institutional partners, a common strategy for multi-family offices seeking direct private market exposure while sharing due diligence and deal-sourcing costs. This approach allows the firm to deploy capital into individual deals rather than commingled funds, offering greater transparency and fee efficiency for its clients.
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