Baron Capital Management, Inc.

Baron Capital Management, Inc. (BCM) is an SEC-registered investment adviser providing services to high-net-worth individuals, pension plans, corporations, and other entities. Established in 1982, BCM manages 126 accounts totaling $4.08 billion as of February 29, 2024, focusing on long-only investment portfolios for capital appreciation. The firm offers various co-mingled strategies, including offshore funds and private limited partnerships, managed by a team of 17 portfolio managers. BCM charges advisory fees ranging from 0.35% to 1.15% based on assets under management, payable quarterly. The firm does not manage accounts with performance-based fees and ensures fair trade allocation and equitable treatment for all clients. Investment strategies include small to large-cap growth, real estate, healthcare, and technology sectors, with specific account minimums. BCM's security analysis involves fundamental research and valuation models, emphasizing growth potential and competitive advantages. The firm's Proxy Voting Policy prioritizes long-term client interests, considering environmental, social, and governance factors. BCM's Code of Ethics upholds fiduciary principles, and the firm does not receive compensation from third parties for advisory services. Clients have the option to direct brokerage, and BCM exercises full investment discretion, with a focus on best execution and client interests.