Single Family OfficeRIA · CRD 132931SEC-Registered

Updated:

The J.R. Baker Group

The J.R. Baker Group manages a privately held shopping-center portfolio from Tulsa, Oklahoma, built by James R.

The J.R. Baker Group

The J R Baker Group is an SEC-registered investment adviser in Buellton, CA. It manages approximately $33 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Buellton

Corporate office

Tulsa, OK, United States

Principals

James R. Baker

Principal

Sector focus

Real Estate

Frequently asked questions

Who makes investment decisions at The J.R. Baker Group?

James R. Baker serves as the principal decision-maker, with day-to-day management handled through an affiliated property management company. The office has not publicly announced a formal succession plan or the involvement of next-generation family members in investment committee roles.

What type of real estate does The J.R. Baker Group target?

The portfolio concentrates on grocery-anchored neighborhood and community shopping centers in secondary and tertiary markets. The office also holds suburban office buildings and raw land parcels positioned for retail or mixed-use development, with a preference for assets it can self-manage.

Does the office invest outside of real estate?

The J.R. Baker Group is effectively a pure-play real estate family office. There are no publicly documented commitments to private equity funds, venture capital, hedge funds, or public securities. The office's entire posture reflects a conviction in directly owned, income-producing commercial property.

Where are The J.R. Baker Group's properties located?

The portfolio is concentrated in Oklahoma, Arkansas, Kansas, and Missouri, with select assets extending into Texas. The office does not invest in coastal gateway markets and has maintained a deliberate focus on the Southern and Midwestern United States across multiple market cycles.

Does The J.R. Baker Group accept outside capital or co-investors?

No. The office operates solely as a single-family investment vehicle and does not solicit or accept third-party capital. All acquisitions are funded with family equity, and the office has never launched a commingled fund or joint-venture structure for external limited partners.

How is the property management function structured?

The J.R. Baker Group self-manages its portfolio through an affiliated operating entity, handling leasing, maintenance, and construction in-house. This vertically integrated model distinguishes the office from family offices that rely on third-party property managers or institutional operating partners.

Is there an affiliated philanthropic foundation?

There is no publicly identified private foundation or donor-advised fund directly tied to The J.R. Baker Group. The Baker family has supported Tulsa-area civic and charitable causes, but these activities appear to be conducted on a personal basis rather than through a structured family-office philanthropy program.

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