RIA Intel›Advisers›California›BAILARD, INC.

BAILARD, INC.

Advisory

N·FOSTER CITY, CA

Data as of Jan 8, 2026 · Source: SEC Form ADV

Total AUM

$6.5B

1-Year AUM Growth

+14.4%

3-Year CAGR

+6.7%

Employees

42

Assets Under Management

Total AUM$6.5B

Discretionary AUM$6.5B

Non-Discretionary AUM$16M

Discretionary %99.8%

Total Clients1,069

Team

Total Employees42

Investment Advisers80

Employee Growth (1Y)+5.9%

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record65

First FilingMay 1, 2001

Latest FilingJan 8, 2026

🔒 Full AUM trend chart and 65 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BAILARD, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.