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BAILARD, INC.
FOSTER CITY, CA
650-571-5800
SEC #801-8562Total AUM
$7.6B
Employees
83Clients
1,137Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
950 TOWER LN
STE 1900
FOSTER CITY
CA 94404-2131
United States
STE 1900
FOSTER CITY
CA 94404-2131
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Monday - Friday
Phone
650-571-5800
Other Offices
1
Financials
Total AUM
$7.6B
Accounts
2,825Discretionary
$7.5B
Accounts
2,816Non-Discretionary
$47.5M
Accounts
9
Clients
Individual Clients
237AUM
$110.2M
HNW Individual Clients
831AUM
$5.3B
Investment Company Clients
3AUM
$62.3M
Pooled Vehicle Clients
2AUM
$680.8M
Pension/Profit Sharing Plan Clients
3AUM
$16M
Charitable Organization Clients
49AUM
$388.7M
Investment Advisor Clients
1AUM
$32.6M
Sovereign Wealth Fund Clients
1AUM
$982.5M
Corporation or Business Clients
10AUM
$21.8M
Services
Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
NON-DISCRETIONARY MODEL PORTFOLIO
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.