Baer Investment Advisory LLC
Baer Investment Advisory LLC is a California-based SEC-registered investment advisory firm founded in 2009 by Darel A. Baer. Based in Corte Madera, CA, this boutique firm manages assets for high-net-worth individuals, families, and select corporate clients. With a small, experienced team, BIA focuses on personalized portfolio management and financial planning services tailored to each client’s unique needs.
Investment Strategy
Baer Investment Advisory LLC employs a discretionary portfolio management strategy, primarily serving high-net-worth individuals. The firm constructs diversified portfolios tailored to clients’ long-term financial goals, using a mix of individual equities and other securities. BIA focuses on high-conviction holdings, fundamental research, and an active approach to security selection, aiming for risk-adjusted growth while emphasizing personalized service and fiduciary responsibility.
Latest 13F Filing Activity
Baer Investment Advisory LLC filed their most recent 13F report on Jun 30, 2025 disclosing 27 equity positions with a total 13F market value of $67M. The fund increased holdings in The Trade Desk Inc., Taiwan Semiconductor MFG LTD, Amphenol Corp. New among other positions. Baer Investment Advisory LLC reduced exposure to Nvidia Corporation, Analog Devices Inc., Netflix Inc. among others.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 7.89% | $5.3M | 25,587 | $219.22 | $219.39 | -$84.0K |
A APH | AMPHENOL CORP NEW | 6.84% | $4.6M | 50,727 | $69.36 | $98.75 | +$1.3M |
V VEEV | VEEVA SYS INC | 5.96% | $4.0M | 14,341 | $210.39 | $287.98 | +$367.8K |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.72% | $3.8M | 356 | $187.52 | $226.49 | +$1.3M |
E EME | EMCOR GROUP INC | 5.71% | $3.8M | 8,143 | $453.72 | $534.89 | +$704.6K |