Bard Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 13, 2026, reports $416M in regulatory assets under management, 10 employees, and 388 accounts.
Assets Under Management
$416M
Employees
10
Offices
--
Total Clients
181
Primary office
CHICAGO, IL
233 SOUTH WACKER DRIVE, SUITE 4400, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.4% of total clients.
Top client categories% of clientsClients
1
HNWI
51.4%
93
2
Individuals
48.1%
87
3
Pooled Investment Vehicles
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$416Mas of March 13, 2026
Discretionary100.0%
$416M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$416M
Total Accounts388
10Y AUM Change+$129M (+44.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee18:1
10Y Employee Change+2 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.