BAYARD ASSET MANAGEMENT LLC

Overview

Bayard Asset Management LLC is a small, institutional-focused investment manager organized as an LLC and registered with the SEC in 2017. The firm operates as a hedge-fund-style manager: it manages pooled vehicles, serves as sponsor/GP/managing member of those vehicles, and provides portfolio management for pooled investment vehicles and for businesses or institutions. Fee terms combine a percentage of assets under management with performance-based fees, which aligns the firm’s compensation with absolute and relative performance of its pooled strategies. Investment activity centers on active equity exposure delivered through exchange-traded instruments and separately managed formats. The firm’s allocation emphasis is equities-first: its filings show a clear preference for exchange-traded equities rather than long-only mutual fund structures. Bayard also runs at least one pooled hedge fund and makes use of third-party hedge-fund strategies as part of its alternative-investment footprint. The institutional client profile, small client count and fee structure indicate a concentrated, high-touch manager that runs differentiated strategies rather than a broad retail platform.

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Location & Offices