Bard Associates Inc

Overview

Bard Associates Inc. is an independent, privately owned registered investment adviser organized as a corporation and SEC-registered since 1987. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory services focus on financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Bard also acts as a sponsor, general partner, and managing member for pooled vehicles it oversees. The firm reports it is not an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator. Its business mix indicates a traditional wealth-management practice with the ability to run pooled structures alongside discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives