BARON CAPITAL MANAGEMENT, INC.

Latest filing: Jan 31, 2025 (144 days ago)
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AUM

$4,083,030,071
37% change vs. 1 year ago
32% change vs. 3 years ago
125% change vs. 5 years ago
93% change vs. 10 years ago

Employee Count

210
7% change vs. 1 year ago
27% change vs. 3 years ago
29% change vs. 5 years ago
114% change vs. 10 years ago

Main Office

NEW YORK, NY
767 FIFTH AVENUE, NEW YORK, NY, UNITED STATES, 10153-0023

Client AUM

Discretion AUM
Discretionary $4.1
Non-Discretionary $0.0
Total $4.1
Client AUM
Retail $0.2
Pooled $0.9
Institutional $3.0
Total $4.1
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 15 $0.2
Average HNW AUM $13,560,285
Retail Total 15 $0.2
Average Retail AUM $13,560,285

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC BOSTON-MA-USA $1.2
BANK OF NEW YORK MELLON LONDON--GBR $0.9
JEFFERIES LLC NEW YORK-NY-USA $0.8
NORTHERN TRUST CHICAGO-IL-USA $0.4

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $3.2
Retail SMA AUM $0.2
Institutional SMA AUM $3.0
Asset Class % AUM
Equity Exch 80% $2.6
Equity Non-Exch 20% $0.6
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 100% $3.2

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
BAMCO, INC. $39.1 110789
BARON CAPITAL MANAGEMENT GP, LLC $0.0 -
BARON CAPITAL, INC. $0.0 broker-dealer 10538
BARON CAPITAL MANAGEMENT MALTA LIMITED $0.0 broker-dealer -
BARON CAPITAL MANAGEMENT UK LIMITED $0.0 broker-dealer -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-05-02 $4.1 $0.0 0% 210 0 0%
2025-04-21 $4.1 $0.0 0% 210 0 0%
2024-04-02 $3.0 $1.1 37% 196 14 7%
2023-04-04 $3.2 $0.8 26% 171 39 23%
2022-04-01 $3.1 $1.0 32% 166 44 27%
2021-04-05 $1.9 $2.1 111% 166 44 27%
2020-04-01 $1.8 $2.3 125% 163 47 29%
2019-04-01 $1.6 $2.5 162% 149 61 41%
2018-04-02 $0.9 $3.1 336% 148 62 42%
2017-04-01 $1.0 $3.1 327% 141 69 49%
2016-04-01 $2.2 $1.9 86% 108 102 94%
2015-04-01 $2.1 $2.0 93% 98 112 114%
2014-04-01 $1.7 $2.3 134% 96 114 119%
2013-04-01 $1.3 $2.7 206% 85 125 147%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, AK-12/12/2013, AL-12/12/2013, AR-12/12/2013, AZ-12/12/2013, CA-05/31/2011, CO-12/12/2013, CT-12/12/2013, DC-12/12/2013, DE-12/12/2013, FL-02/09/1994, GA-12/12/2013, HI-12/12/2013, IA-12/12/2013, ID-12/12/2013, IL-06/14/2007, IN-12/12/2013, KS-12/12/2013, KY-12/12/2013, LA-12/12/2013, MA-12/12/2013, MD-12/12/2013, ME-12/12/2013, MI-12/12/2013, MN-12/12/2013, MO-12/12/2013, MS-12/12/2013, MT-12/12/2013, NC-12/12/2013, ND-12/12/2013, NE-12/12/2013, NH-12/12/2013, NJ-08/30/1993, NM-12/12/2013, NV-12/12/2013, NY-11/27/1992, OH-12/12/2013, OK-12/12/2013, OR-12/12/2013, PA-12/12/2013, PR-12/12/2013, RI-12/12/2013, SC-12/12/2013, SD-12/12/2013, TN-12/12/2013, TX-12/12/2013, UT-12/12/2013, VA-05/28/2010, VI-12/12/2013, VT-12/12/2013, WA-12/12/2013, WI-12/12/2013, WV-12/12/2013, WY-05/25/2018
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV