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Baker Jensen Investment Advisors, LLC
BAKER JENSEN INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser in SAN CLEMENTE, CA. The firm manages $39 million in assets, $37 million on a...
Overview
BAKER JENSEN INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser in SAN CLEMENTE, CA. The firm manages $39 million in assets, $37 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What investment stages does Baker Jensen typically target?
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.
How is Baker Jensen related to any parent entity or affiliated firms?
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.
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