BAILARD, INC.

RIASEC RegisteredEst. 1972

Total AUM

$7.6B

Discretionary

$7.5B

99% of AUM

Avg account

$2.7M

Accounts

2,825

Employees

Advisory reps

Firm details

Headquarters: FOSTER CITY, California
CRD number: 110550
Registered since: March 3, 1972
Website: bailard.com
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI69.65%
Sovereign Wealth Funds12.99%
Pooled Investment Vehicles9%
Charitable Organizations5.14%
Individuals1.46%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bailard, Inc. is an independent registered investment adviser that has been active since 1972. It serves both individual/family and institutional clients and offers a mix of portfolio management and financial planning services across single accounts, pooled vehicles and investment companies. The firm also engages in educational publishing and runs seminars/workshops; its regulatory filings list CPO/CTA activities and roles as sponsor or general partner of pooled investment vehicles. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Bailard has appeared repeatedly on industry “Top” lists from outlets such as CNBC, Barron’s, FA Magazine and Forbes between 2019 and 2025. The firm does not identify itself as an active ESG investor and is not categorized as a capital allocator.