# Baker Jensen Investment Advisors, LLC

Baker Jensen Investment Advisors, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/rickjensensfg

## Regulatory record

- **CRD number:** 115086
- **SEC file number:** 801-67764
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115086

## About

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.

## 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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Last updated: 2026-07-06T01:24:12.079Z

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