AMG Wealth Partners, LP, a subsidiary of Affiliated Managers Group, Inc. (NYSE: AMG), today announced the completion of its investment in Baker Street Advisors, LLC (“Baker Street”).
Baker Street, a San Francisco-based wealth management firm, provides customized wealth management and comprehensive investment advisory solutions to individuals, families and foundations. Founded by Jeff Colin in 2003, the firm advises on approximately $6 billion in assets. Baker Street focuses on simplicity, cost-effectiveness and tax-efficiency, while seeking to generate the highest risk-adjusted rates of return, after taxes and fees, for each client.
As part of the transaction, Baker Street’s senior professionals have agreed to long-term commitments with the firm. The terms of the transaction were not disclosed.
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