9AT: BARON CAPITAL MANAGEMENT, INC.

other names

BARON CAPITAL MANAGEMENT, INC.
BARON CAPITAL MANAGEMENT INC

Adviser Profile

As of Date	10/30/2025
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	208 6%
of those in investment advisory functions	44 2%
Registration	SEC, Approved, 04/15/1983

AUM^*	5,759,597,364 93%
of that, discretionary	5,759,597,364 93%
Private Fund GAV^*	2,142,884,274 139%
Avg Account Size	46,448,366 106%
% High Net Worth	12.10% 0%
SMA’s	Yes
Private Funds	7 2
Contact Info	212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Fund Type	Count	GAV
Fund TypeOther Private Fund	Count7	GAV$2,142,884,274

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser STABLE ASSET MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.1b	Total Private Fund GAV1.1b	AUM4.3b	#Funds13
Adviser TWIN FOCUS CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund51.5m	Total Private Fund GAV51.5m	AUM4.0b	#Funds6
Adviser FRANKLIN STREET ADVISORS INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund156.2m	Total Private Fund GAV156.2m	AUM3.9b	#Funds7
Adviser UBS REALTY INVESTORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund2.5b	Total Private Fund GAV2.5b	AUM2.5b	#Funds4
Adviser OLDFIELD PARTNERS LLP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund175.1m	Total Private Fund GAV175.1m	AUM1.5b	#Funds5
Adviser HIGHCLERE INTERNATIONAL INVESTORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.3b	Total Private Fund GAV1.3b	AUM1.3b	#Funds3
Adviser HERITAGE WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund166.1m	Total Private Fund GAV166.1m	AUM4.6b	#Funds12
Adviser KOTAK MAHINDRA ASSET MANAGEMENT (SINGAPORE) PTE. LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund385.9m	Total Private Fund GAV385.9m	AUM5.1b	#Funds10
Adviser ARCHPOINT INVESTORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund36.1m	Total Private Fund GAV36.1m	AUM3.7b	#Funds2
Adviser KBI GLOBAL INVESTORS (NORTH AMERICA) LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund272.6m	Total Private Fund GAV272.6m	AUM2.1b	#Funds3

Brochure Summary

Overview

BCM provides advisory services to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, wrap fee programs, and other entities. It also offers several co- mingled strategies. These include Baron USA Partners Fund, Ltd. (“Baron USA”), an offshore fund designed for non-U.S. investors and U.S. tax-exempt entities; Castle Advisers, LP (“Castle”), BaronX, L.P. (BaronX) and BaronX Cayman, L.P., private limited partnerships; and Baron Emerging Markets Fund, Ltd., another offshore fund. All such advisory accounts are managed for capital appreciation with income incidental to that objective. BCM manages principally long-only investment portfolios. BCM is a New York corporation and wholly owned subsidiary of Baron Capital Group, Inc. (“BCG”). BCM has five affiliates, BAMCO, Inc. (“BAMCO”) and Baron Capital, Inc. (“BCI”)., Baron Capital Management GP, LLC (“BCM GP LLC”) and Baron Capital Management UK Limited (“BCM UK Limited”). BCM and BAMCO are investment advisers registered with the SEC. BCI is a broker-dealer that distributes Baron Funds®, registered with the SEC and a member

of the Financial Industry Regulatory Authority (“FINRA”). BCM GP, LLC, a subsidiary of BCM, is the General Partner of Castle Advisers, L.P., BaronX, L.P., a Delaware limited partnership and BaronX Cayman, L.P., a Cayman Islands exempted limited partnership. BCM UK Limited is a private limited company incorporated in England and Wales. None of the entities mentioned above is publicly traded. Clifford Greenberg and Andrew Peck are Co-CIO’s of BCM. Ronald Baron, Chairman and CEO of BCM, along with his family, are the principal owners of BCG. BCM’s services are tailored to the investment objectives of the particular Client. Prospective Clients indicate their investment objective during the request for proposal process or while negotiating an investment advisory agreement. Clients may impose certain restrictions on investing in certain securities or types of securities. BCM regularly communicates with its Clients to understand their objectives. BCM has been providing investment advisory services since 1982. As of February 29, 2024, BCM managed 126 accounts, all on a discretionary basis, totaling $4,083,030,071.

BARON CAPITAL MANAGEMENT, INC.

Adviser Profile

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