Insights

Boutique growth Despite a small team, Baker Ellis Asset Management manages multi‑million dollar investments and has shown willingness to expand stakes in varied asset classes, signaling potential need for scalable servicing, advanced analytics, and outsourced risk management solutions.

Niche market Operates in investment management with a Seattle base and a track record of diversified holdings across healthcare, energy, technology, and consumer sectors, presenting opportunities for targeted research, sector ETFs, and specialized client communications platforms.

Momentum signals Regular reported large or growing stakes in several quarters suggests active portfolio shifts; this could translate into demand for real‑time portfolio monitoring, reporting tooling, and custodial or trade‑execution enhancements.

Tech stack Current tech includes common web and PHP-based infrastructure; potential need for modern secure reporting portals, client portals, data visualization, and integration services to modernize client experiences.

Growth potential Revenue in the mid‑tier range with a lean headcount presents an opportunity to offer scalable, high‑impact solutions such as RIA tech platforms, compliance automation, and managed services that fit a small team aiming to grow efficiently.

Similar companies to Baker Ellis Asset Management

Baker Ellis Asset Management Tech Stack

Baker Ellis Asset Management uses 8 technology products and services including WordPress, 1&1, Shopify, and more. Explore Baker Ellis Asset Management's tech stack below.

  • Content Management System
  • 1&1
    E-commerce
  • E-commerce
  • Twemoji
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Yoast SEO
    Search Engines
  • Apache
    Web Servers

Media & News

Baker Ellis Asset Management's Email Address Formats

Baker Ellis Asset Management uses at least 1 email format:
Baker Ellis Asset Management Email FormatsExamplePercentage
First@bakerellisllc.comJohn@bakerellisllc.com
100%

Frequently Asked Questions

What is Baker Ellis Asset Management's phone number?

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You can contact Baker Ellis Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Baker Ellis Asset Management's official website and social media links?

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Baker Ellis Asset Management's official website is bakerellisllc.com and has social profiles on LinkedIn.

How much revenue does Baker Ellis Asset Management generate?

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As of July 2026, Baker Ellis Asset Management's annual revenue is estimated to be $10M - $25M.

What is Baker Ellis Asset Management's SIC code and NAICS code?

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Baker Ellis Asset Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Baker Ellis Asset Management have currently?

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As of July 2026, Baker Ellis Asset Management has approximately 4 employees across 3 continents, including North America, Asia and Europe. Key team members include Co-Founder: B. B., Senior Equity Analyst | Asian Value Asset Manager: G. J. and Analyst: J. G. Explore Baker Ellis Asset Management's employee directory with LeadIQ.

What industry does Baker Ellis Asset Management belong to?

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Baker Ellis Asset Management operates in the Investment Management industry.

What technology does Baker Ellis Asset Management use?

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Baker Ellis Asset Management's tech stack includes WordPress, 1&1, Shopify, Microsoft 365, Twemoji, JSON-LD, Yoast SEO and Apache.

What is Baker Ellis Asset Management's email format?

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Baker Ellis Asset Management's email format typically follows the pattern of First@bakerellisllc.com. Find more Baker Ellis Asset Management email formats with LeadIQ.
Baker Ellis Asset Management logo

Baker Ellis Asset Management

Investment ManagementWashington, United States2-10 Employees

Baker Ellis Asset Management is an investment management firm based in Seattle, Washington. The company operates in the investment management industry and has activity across a range of asset holdings, including stakes in public companies such as Henry Schein, Arcos Dorados, Preformed Line Products, Ring Energy, Xilinx, and Rush Enterprises, as reported in recent news items. With a focus on managing investment positions, the firm serves clients seeking exposure to specific securities and asset allocations, reflecting a portfolio-oriented approach typical of boutique investment managers. Although the firm lists a small organizational footprint, its activity spans multiple industries through equity positions in diverse companies. The firm’s Seattle location places it in the Pacific Northwest region, and the available information identifies it as a small enterprise within its field. A notable recent development is the firm’s participation in new stake acquisitions in several companies during the last few years, indicating ongoing portfolio management activity.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Baker Ellis Asset Management's revenue is estimated to be in the range of $10M - $25M

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