Founded in 1969, Bailard is an independent, values-driven asset and wealth management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house ESG expertise. Committed to its core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with over $5 billion in assets under management as of 12/31/2022, Bailard is a majority employee-owned and women-led firm, is a Principles of Responsible Investing signatory, and has its own private charitable foundation.* *The Bailard Foundation’s board of directors is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features friends and employees of Bailard, Inc. Disclosures The information on this LinkedIn Page (the “Site”) is intended for informational, educational, and research purposes only. Nothing on this Site is intended to be, nor should it be construed or used as, financial, legal, tax, or investment advice, or a representation as to the appropriateness or suitability of an investment in a strategy or product. The information contained on this Site is not a complete description of any strategy or product; therefore, it is not and should not be construed as an offer to provide any service, strategy or product. Any link to individual pages are personal pages of an employee and Bailard, Inc. does not endorse, recommend such content of any individual. The information regarding Bailard is directed to U.S. investors only. The information on the Site does not constitute a solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful. All investments have the risk of loss. There is no guarantee that Bailard will achieve its objectives.
View Top Employees from Bailard, Inc.Website | http://www.bailard.com |
Revenue | $19 million |
Employees | 92 (92 on RocketReach) |
Founded | 1969 |
Address | 950 Tower Lane Suite 1900, Foster City, California 94404, US |
Phone | (650) 571-5800 |
Fax | (650) 573-7128 |
Technologies |
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Industry | Investment Management, Finance General, Real Estate, Finance |
Web Rank | 11 Million |
Keywords | Bailard San Mateo, James Pinkerton Bailard, Bailard Real Estate, History Of Socially Responsible Investment, Socially Responsible Investment Dhistory |
SIC | SIC Code 67 Companies, SIC Code 672 Companies |
NAICS | NAICS Code 52591 Companies, NAICS Code 525 Companies, NAICS Code 52 Companies, NAICS Code 5259 Companies |
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The Bailard, Inc. annual revenue was $19 million in 2024.
Sonya Mughal is the CEO of Bailard, Inc..
92 people are employed at Bailard, Inc..
Bailard, Inc. is based in Foster City, California.
The NAICS codes for Bailard, Inc. are [52591, 525, 52, 5259].
The SIC codes for Bailard, Inc. are [67, 672].