Bailard
Asset Manager SEC-registered adviser
Legal name: Bailard, Inc.
Foster City, CA Website
AUM
$7.6B
Regulatory AUM
Private funds
1
Hedge Fund 1
Private fund assets
$14.5M
Gross asset value
Employees
83
Last Form D raise
Aug 2025
Most recent fund filing
From SEC Form ADV filing (filed Sep 17, 2026). View on SEC
People(6)
Owners and executive officers named on the firm's SEC Form ADV.
B
D
J
EVP Head of Investments - Real Estate, Co-Ceo of Bailard Real Estate Investment Truts, Inc.
M
EVP; President, Wealth Management; Director, Bailard, Inc. (since 05/2022)
S
Chief Executive Officer; Director of Bailard, Inc, Bb&k Holdings, and Bailard General Partners I, Inc.
T
EVP Head of Portfolio Management - Real Estate, Co-Ceo of Bailard Real Estate Investment Truts, Inc.
Funds(1)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Bailard Emerging Opportunities Fund I, L.P. | Hedge Fund | $14.5M | $5.8M | 20 | Aug 2025 | Cool |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 110550
- SEC file number
- 801-8562
- CIK
- 750641
Sources
- SEC Form ADV Oct 14, 2026