| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bailard Emerging Opportunities Fund I, L.P. | Hedge | $16.8M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bb&k Holdings, Inc. Control | Parent Company Of Applicant | Over 75% | 1988 |
| Blaine Carroll Townsend | Executive Vice President, Director Of Srii | Under 5% | 2016 |
| David Harrison Smith | Chief Investment Officer | Under 5% | 2025 |
Bailard, Inc. reports $6.5 billion in regulatory assets under management on its Form ADV.
Bailard, Inc. manages 1 private funds with combined gross assets of $16.8 million.
Bailard, Inc. reports 80 employees.
Bailard, Inc. is based in Foster City, CA and has been SEC-registered since 1972.
Bailard, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 950 Tower Ln, Ste 1900, Foster City, CA 94404-2131 |
| Phone | 650-571-5800 |
| Fax | 650-573-7128 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 750641 |
| Discloses disciplinary history | No |
| Discretionary | $6.52B |
| Non-discretionary | $15.6M |
| Total (RAUM) | $6.54B |