FOSTER CITY, CACRD 110550Latest ADV January 8, 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
$6.5B
Employees
80
Offices
1 office
Total Clients
1,069
Primary office
FOSTER CITY, CA
950 TOWER LN, STE 1900, FOSTER CITY, CA, United States
Top client segmentHNWI represent 71.2% of total clients.
Top client categories% of clientsClients
1
HNWI
71.2%
761
2
Individuals
23.1%
247
3
Charitable
3.9%
42
4
Corporations
0.9%
10
5
Investment Cos.
0.3%
3
Categories with <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$6.5Bas of January 8, 2026
Discretionary99.8%
$6.5B
100% of total RAUM99.8%
Non-discretionary0.2%
$16M
0% of total RAUM0.2%
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.
Latest AUM$6.5B
Total Accounts2,573
10Y AUM Change+$4.0B (+152.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees80
Clients per Employee13:1
10Y Employee Change+30 (+60.0%)
* 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.