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Bailard

Wealth ManagerFoster City, United States
$4.7B
Assets Under Management
Foster City
Headquarters
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Investment Focus

About Bailard

Bailard is an independent wealth and investment management firm in the San Francisco Bay Area.

Preferred Investment Types

Growth CapitalInvestment FundsMergers & Acquisitions/BuyoutsRecapitalization

Preferred Sectors & Themes

Commercial Property Acquisition & DevelopmentEmerging Market FundEquity/Mutual FundsEquity SecuritiesFixed Income/Debt SecuritiesSmall & Micro-Cap Stocks Real EstateReal Estate Investment & DevelopmentFinanceAlternative InvestmentsTraditional Investments (Liquid Assets)

Preferred Geographies

AfricaAsia/PacificAustralia/New ZealandCanadaEmerging MarketsEuropeGlobalLatin AmericaUnited KingdomUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bailard from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$7.6B
Total Clients
2,825
Filing Date
May 29, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Bailard across SEC, IRS, DOL and international registers — newest first.

13F
BAILARD, INC.
Oct 13, 2026 · 2026 Q3
$4.9B
FORM ADV
BAILARD, INC.
Sep 17, 2026
$7.6B
13F
BAILARD, INC.
Jul 30, 2026 · 2026 Q2
$4.9B
13F
BAILARD, INC.
May 11, 2026 · 2026 Q1
$4.4B

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Bailard?

Bailard is a wealth manager based in Foster City, United States, managing approximately $4.7B in assets.

Where is Bailard headquartered?

Bailard is headquartered in Foster City, United States.

How much does Bailard manage?

Bailard manages approximately $4.7B in assets under management.

What does Bailard invest in?

Bailard focuses on Growth Capital, Investment Funds, Mergers & Acquisitions/Buyouts, Recapitalization, Commercial Property Acquisition & Development, Emerging Market Fund, Equity/Mutual Funds, Equity Securities.

How can I contact Bailard?

Verified contact details, key decision-makers, and investment preferences for Bailard are available on LPbacked. Create a free account to access them.