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BAILARD, INC.
CRD 110550 · SEC 801-8562
950 TOWER LN, STE 1900, FOSTER CITY, CA, 94404-2131, United States
Phone
650-571-5800
Fax
650-573-7128
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.56B
Discretionary AUM
$7.51B
Team
83 total employees; 42 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicalsEducational seminarsNON-DISCRETIONARY MODEL PORTFOLIO
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 237 | $110.2M |
| High net worth individuals | 831 | $5.27B |
| Investment companies | 3 | $62.3M |
| Pooled investment vehicles | 2 | $680.8M |
| Pension/profit sharing plans | 3 | $16.0M |
| Charitable organizations | 49 | $388.7M |
| Other investment advisers | 1 | $32.6M |
| Sovereign wealth funds | 1 | $982.5M |
| Corporations/business entities | 10 | $21.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/in/michael-faust/
- https://www.linkedin.com/in/sonya-thadhani-mughal/
- https://www.linkedin.com/in/erinmrandolph/
- https://www.linkedin.com/in/dave-harrison-smith/
- https://www.linkedin.com/in/debbietanguay/
- https://www.linkedin.com/in/blaine-townsend-cima/
- https://www.linkedin.com/in/tess-gruenstein-aa6b736/
- HTTP://WWW.BAILARD.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BAILARD-INC./
- https://www.linkedin.com/in/estatepro/
- https://www.linkedin.com/in/james-pinkerton-65b27116/
Official SEC filing: View on IAPD