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Firm profile

Bailard, Inc..

FOSTER CITY, CACRD 110550Latest ADV May 29, 2026

Bailard, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Foster City, CA. Its latest Form ADV filing, dated January 8, 2026, reports $6.5B in regulatory assets under management, 80 employees, 1 office, and 2,573 accounts.

Assets Under Management
$7.6B
Employees
83
Offices
1 office
Total Clients
1,137
Primary office
FOSTER CITY, CA
950 TOWER LN, STE 1900, FOSTER CITY, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOJames D. Pinkerton
CEOSonya T. Mughal
CEOTess W. Gruenstein

Advisory services offered

8 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Source verified May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 73.1% of total clients.
Top client categories% of clientsClients
1
HNWI
73.1%
831
2
Individuals
20.8%
237
3
Charitable
4.3%
49
4
Corporations
0.9%
10
5
Investment Cos.
0.3%
3
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$7.6Bas of May 29, 2026
Discretionary99.4%
$7.5B
99% of total RAUM99.4%
Non-discretionary0.6%
$48M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$7.6B
Total Accounts2,825
10Y AUM Change+$5.0B (+192.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees83
Clients per Employee14:1
10Y Employee Change+33 (+66.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.