Baker Global Asset Management

Baker Global Asset Management

Growth Stage

Financial Management

Financial Management

Overview

Raised this Round: Raised: $294,800

Platform

Self Managed

Start Date

07/12/2023

Close Date

Not Provided

Min. Goal
$500
Max. Goal
$5,000,000
Min. Investment

$500

Security Type

Equity - Common

Series

Pre-Seed

SEC Filing Type

RegA+    Open SEC Filing

Price Per Share

$5.00

Pre-Money Valuation

$7,500,000

Year Founded

2010

Industry

Financial & Insurance Products & Services

Tech Sector

Fintech

Distribution Model

B2C

Margin

Low

Capital Intensity

Low

Location

HAUPPAUGE, New York

Business Type

Growth

Baker Global Asset Management is raising funds independently through Reg A+ crowdfunding. The company owns all of the outstanding stock of Benjamin Securities, a boutique investment firm. Benjamin Securities custom designs portfolios for its clients based on their individual needs and receives a percentage of what is invested. The business negotiates fees based on the type of portfolio needed and earns in proportion to what the clients make. William Thomas Baker founded Baker Global Asset Management in 2010. The current crowdfunding campaign has a maximum target of $5 million. The campaign proceeds will be used for paying off the bridge loan and redemption of preferred stock.

Balance Sheet

Cash and Cash Equivalents

$34,304

Investment Securities

$0

Accounts and Notes Receivable

$0

Property, Plant and Equipment (PP&E)

$0

Property and Equipment

$0

Total Assets

$226,746

Accounts Payable & Accrued Liabilities

$0

Long Term Debt

$410,083

Total Liabilities

$535,852

Total Stockholders' Equity

$-309,106

Total Liabilities and Equity

$226,746

Statement of Comprehensive Income Information

Total Revenues

$1,034,079

Costs & Expenses Applicable to Rev

$1,032,247

Depreciation and Amortization

$0

Net Income

$1,832

Earnings Per Share - Basic

$0.00

Earnings Per Share - Diluted

$0.00

Auditor: BF Borgers CPA PC
Financials as of: 07/12/2023
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Raise History

Offering Name Close Date Platform Valuation Total Raised Security Type Status Reg Type
Baker Global Asset Management 11/13/2023 Self Managed $7,500,000 $294,800 Equity - Common Funded RegA+

No prior online funding rounds.

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Baker Global Asset Management on Self Managed 2023
Platform: Self Managed
Security Type: Equity - Common
Valuation: $7,500,000
Price per Share: $5.00

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