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Independent Intelligence on the Private Wealth Industry
Wednesday, October 7, 2026The Morning Brief →Sign in
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Baker Street Advisors

SAN FRANCISCO, CA
CRD: 128066
In network coverage since August 21, 2026 · 5 stories
$20.8BRegulatory AUMSEC Form ADV · Oct 3
63EmployeesForm ADV
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Aug 22 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Heather Pelant
Aug 25 · to Cresset Capital Management
Network coverage
M&A

The Q3 deal drop is a 2025 decision with 2027 consequences

Seventy-two closings record decisions made eighteen months earlier, so the repricing will land in 2027's consideration mix rather than its headline multiples.
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