Baker Jensen Investment Advisors, LLC

The firm's investment committee comprises senior advisors with backgrounds in institutional asset management and private wealth. Specific names are not publicly disclosed, but the team typically includes a CIO and portfolio managers who oversee asset allocation and manager selection (per public record).

The firm sources direct co-investment opportunities through its network of institutional partners, including private equity firms and real estate sponsors. It also participates in club deals and SPVs, allowing clients to access deals that are typically reserved for larger institutions (per public record).

Baker Jensen is structured as an RIA operating as a multi-family office, serving multiple unrelated families. Unlike a single-family office, it is regulated by the SEC as a fiduciary and can serve clients beyond the founding family, giving it greater scale for sourcing and negotiating fees.

The firm uses both fund commitments and direct co-investments. It allocates to select institutional-quality fund managers in private equity, private credit, and real estate, while also pursuing direct investments when the terms and risk-return profile align with client objectives (per public record).

Baker Jensen targets a range of stages across its private investments, including growth equity, buyout, and real estate development. The firm does not publicly restrict itself to a single stage, instead assessing opportunities based on risk-adjusted returns and fit with client portfolios.

Sector exclusions are not publicly disclosed. The firm likely adjusts its approach based on client preferences and evolving market conditions, but no explicit negative screens are available in public records.

Baker Jensen operates as an independent RIA without a publicly disclosed parent company or institutional ownership. It is not affiliated with a bank, broker-dealer, or insurance company, which allows it to maintain independence in its fiduciary recommendations.