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 SEC-registered investment advisory firm and corporate RIA that traces its registration back to 1972. The firm operates as both an independent RIA and a hedge-fund manager, serving a mix of individual, family and institutional clients. Its advisory scope includes financial planning, portfolio management across individuals, pooled vehicles and institutions, and educational publishing and workshops. Bailard offers fee arrangements that include asset-based fees, fixed fees and performance-based fees, and it conducts CPO/CTA activities and sponsors or manages pooled investment vehicles. The snapshot data lists the firm as not an active ESG investor and not designated as a multi-state adviser.