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Bard Associates Inc

● SEC registered since 1987CRD 104984SEC# 801-28820Chicago, IL
Export (members)
Ranks #3,913 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$384.6M
Fund GAV
$15.6M
Private funds
1
Employees
10
Accounts
388
Location
Chicago, IL

Bard Associates Inc assets under management

Bard Associates Inc is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1987. It reports $384.6 million in regulatory assets under management and employs 10 people. Bard Associates Inc manages 1 private fund with combined gross assets of $15.6 million, including Bard Micro-Cap Value Fund, L.P. By regulatory assets, it ranks 3,913 of 5,911 private fund managers.

Bard Associates Inc private funds

1 funds · $15.6M GAV
FundTypeGross assetsMin.
Bard Micro-Cap Value Fund, L.P.Hedge$15.6M$20K

Bard Associates Inc owners & executives

3 reported
NameTitleOwnershipSince
Alexis Bard JohnsonShareholder10-25%2018
Michael Young Demaray ControlPresident And Chief Compliance OfficerOver 75%2024
Timothy Bard Johnson ControlFounder5-10%1982

Frequently asked questions

How much does Bard Associates Inc manage?

Bard Associates Inc reports $384.6 million in regulatory assets under management on its Form ADV.

How many private funds does Bard Associates Inc manage?

Bard Associates Inc manages 1 private funds with combined gross assets of $15.6 million.

How many employees does Bard Associates Inc have?

Bard Associates Inc reports 10 employees.

Where is Bard Associates Inc located?

Bard Associates Inc is based in Chicago, IL and has been SEC-registered since 1987.

Does Bard Associates Inc disclose fund performance?

Bard Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address233 South Wacker Drive, Suite 4400, Chicago, IL 60606
Phone312-782-9600
Fax312-782-3785
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1105907
Discloses disciplinary historyNo

Assets under management

Discretionary$384.6M
Non-discretionary$0
Total (RAUM)$384.6M

Service providers