# Baer Investment Advisory

Baer Investment Advisory is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** baerinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/baer-investment-advisory-llc

## Regulatory record

- **CRD number:** 152063
- **SEC file number:** 801-132149
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152063

## About

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.

## 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.

## Related profiles

- [The Western Wealth Group](https://altss.com/profile/the-western-wealth-group-inc)
- [Integrative Financial Strategies](https://altss.com/profile/integrative-financial-strategies)

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Last updated: 2026-08-10T23:49:37.812Z

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