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 a long-established independent registered investment adviser and corporate entity that also operates in the hedge-fund space. Founded before its 1972 SEC registration, the firm serves a mix of individual, family and institutional clients and provides a wide range of advisory services: financial planning, portfolio management for individuals and businesses, management of pooled investment vehicles, and periodic publications and educational programs. The firm also performs roles typical of private fund sponsors — acting as sponsor, general partner or managing member for pooled vehicles — and carries out CPO/CTA activities. Bailard does not identify as an active ESG investor. Fee arrangements are flexible and include percentage-of-AUM billing, fixed fees and performance-based fees. The firm has received recurring industry recognition, including placements on CNBC and Barron’s Top 100 lists across multiple years, a Forbes RIA mention in 2024, and designation as an Elite Advisor by CNBC in 2026.