Baron Capital, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 10538
- Registered since
- June 13, 1982
- Website
- www.baronfunds.com
Firm profile
FINTRXOverview
Baron Capital, Inc. is organized as a domestic corporation that is registered with the SEC (registration year 1982) and is classified in the data set as a fund distributor rather than an investment allocator or multi-state advisory firm. The firm is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. Owner type is listed as a combination of a domestic entity and an individual. The profile data does not include descriptions of advisory services, client segments, fee schedules, or specific business activities. That omission, combined with the fund-distributor classification, suggests the entity’s primary role is distribution of pooled investment vehicles rather than providing discretionary portfolio management or serving as a capital allocator.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Louis Beasley
Associate Partner, Chief Compliance OfficerCRD 3156061
Kristine Treglia
Vice President and Chief Legal OfficerCRD 6384500

Jane Liang
CFOCRD 7931027
Contacts
3 of 72Chelsea Ameen
DirectorCRD 4990232

James Oleary
Regional DirectorCRD 5017096
Robert Joseph
Director of Institutional SalesCRD 2036835
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 767 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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