Bailard, Inc.
● SEC registered since 1972CRD 110550SEC# 801-8562Foster City, CA
Ranks #1,016 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$7.56B
Fund GAV
$14.5M
Private funds
1
Employees
83
Accounts
2,825
Location
Foster City, CA
Bailard, Inc. assets under management
Bailard, Inc. operates as an SEC-registered investment adviser based in Foster City, CA. The firm has been registered since 1972. It reports $7.6 billion in regulatory assets under management and employs 83 people. Bailard, Inc. manages 1 private fund with combined gross assets of $14.5 million, including Bailard Emerging Opportunities Fund I, L.P. By regulatory assets, it ranks 1,016 of 6,030 private fund managers.
Bailard, Inc. private funds
1 funds · $14.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bailard Emerging Opportunities Fund I, L.P. | Hedge | $14.5M | $1M |
Bailard, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bb&k Holdings, Inc. Control | Parent Company Of Applicant | Over 75% | 1988 |
| Blaine Carroll Townsend | Executive Vice President, Director Of Srii | Under 5% | 2016 |
| David Harrison Smith | Chief Investment Officer | Under 5% | 2025 |
| Fuju Wu | Senior Vp, Finance And Operations Of Bailard, Inc.; Treasurer Of Bailard, Inc. And Bb&K Holdings | Under 5% | 2015 |
| James David Pinkerton | Evp Head Of Investments - Real Estate, Co-Ceo Of Bailard Real Estate Investment Truts, Inc. | Under 5% | 2026 |
| Michael John Faust | Evp; President, Wealth Management; Director, Bailard, Inc. (since 05/2022) | Under 5% | 2021 |
| Pavita Fleischer | Chief Compliance Officer | Under 5% | 2020 |
| Sonya Thadhani Mughal Control | Chief Executive Officer; Director Of Bailard, Inc, Bb&K Holdings, And Bailard General Partners I, Inc. | Under 5% | 2021 |
| Tess Weisse Gruenstein | Evp Head Of Portfolio Management - Real Estate, Co-Ceo Of Bailard Real Estate Investment Truts, Inc. | Under 5% | 2026 |
Frequently asked questions
How much does Bailard, Inc. manage?
Bailard, Inc. reports $7.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Bailard, Inc. manage?
Bailard, Inc. manages 1 private funds with combined gross assets of $14.5 million.
How many employees does Bailard, Inc. have?
Bailard, Inc. reports 83 employees.
Where is Bailard, Inc. located?
Bailard, Inc. is based in Foster City, CA and has been SEC-registered since 1972.
Does Bailard, Inc. disclose fund performance?
Bailard, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 950 Tower Ln, Ste 1900, Foster City, CA 94404-2131 |
| Phone | 650-571-5800 |
| Fax | 650-573-7128 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 750641 |
| Discloses disciplinary history | No |
Regulatory AUM
$7.56B▲ 16%
May '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,306 advisers
AUM vs fund managersTop 17%
Larger than 83% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 8%
More than 92% of 16,824 advisers
Assets under management
$7.56Bregulatory AUM
Discretionary $7.51BNon-discretionary $47.5M
Service providers
Auditor
Prime broker
Custodian
Administrator