Bard Associates Inc
● SEC registered since 1987CRD 104984SEC# 801-28820Chicago, IL
Ranks #4,160 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$416.2M
Fund GAV
$19.2M
Private funds
1
Employees
10
Accounts
388
Location
Chicago, IL
Bard Associates Inc assets under management
Bard Associates Inc is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1987. It reports $416.2 million in regulatory assets under management and employs 10 people. Bard Associates Inc manages 1 private fund with combined gross assets of $19.2 million, including Bard Micro-Cap Value Fund, L.P. By regulatory assets, it ranks 4,160 of 6,004 private fund managers.
Bard Associates Inc private funds
1 funds · $19.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bard Micro-Cap Value Fund, L.P. | Hedge | $19.2M | $20K |
Bard Associates Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Young Demaray Control | President | Over 75% | 2024 |
| Randy James Heinig | Chief Compliance Officer | Under 5% | 2026 |
| Timothy Bard Johnson | Treasurer | Under 5% | 1982 |
Frequently asked questions
How much does Bard Associates Inc manage?
Bard Associates Inc reports $416.2 million in regulatory assets under management on its Form ADV.
How many private funds does Bard Associates Inc manage?
Bard Associates Inc manages 1 private funds with combined gross assets of $19.2 million.
How many employees does Bard Associates Inc have?
Bard Associates Inc reports 10 employees.
Where is Bard Associates Inc located?
Bard Associates Inc is based in Chicago, IL and has been SEC-registered since 1987.
Does Bard Associates Inc disclose fund performance?
Bard Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 233 South Wacker Drive, Suite 4400, Chicago, IL 60606 |
| Phone | 312-782-9600 |
| Fax | 312-782-3785 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1105907 |
| Discloses disciplinary history | No |
Regulatory AUM
$416.2M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
AUM vs fund managersTop 69%
Larger than 31% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$416.2Mregulatory AUM
Discretionary $416.2M
Service providers
Auditor
Prime broker
Custodian
Administrator