Bailard
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
950 Tower Ln Ste 1900, Foster City, Cali...Phone Number
(650) 571-5800Website
www.bailard.comRevenue
$18 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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2
About Bailard
Founded in 1969, Bailard is an independent, values-driven wealth and asset management firm that serves individuals, families, and institutions. The company offers a comprehensive range of services including wealth management, asset management, investment strategies, and sustainable investing. With a focus on aligning financial portfolios with clients' goals and values, Bailard has built a strong track record in domestic and international equities, fixed income, and private real estate. As a certified B Corporation, Bailard is committed to accountability, compassion, and community engagement.Explore more
Bailard Org Chart
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Bailard is experiencing very low activity levels compared to other companies in the Finance sector.
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Bailard Tech Stack
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Facilities Relocation / Expansion
Bailard is planning to move offices in June 2026. The move will impact approximately 50 employees at the existing office located at 950 Tower Lane, Foster City, CA.
Facilities Relocation/Expansion
Person-Based
Person-Based
Award
Award, Employee Relations, Company Culture & Policy
Facilities Relocation / Expansion
Bailard News & Media
Here’s What Gives Nvidia Corp. (NVDA) Dominance Across the AI Value Chain
Bailard Inc., an investment management company, released its third-quarter 2025 investor letter for “Bailard Technology Strategy”. A copy of the letter can be downloaded here. The strategy generated 9.36% net of fees in the quarter compared to the S&P North American Technology Index’s 13.14% return, the Morningstar U.S. Open-End Technology Categories’ 11.64% return, and the […]How Bailard became the best RIA to work for
Paid sabbaticals, employee ownership and a philosophy-first culture have helped Bailard top this year's Best RIAs to Work For list.Bailard Clears Redemption Queue and Expands Team for 2025 Growth
SAN FRANCISCO--(BUSINESS WIRE)--Bailard advances its efforts to seize opportunities in the evolving real estate market. With a disciplined investment approach and an expanded team, the Bailard Real Estate Fund is positioned for growth in the year ahead. In the fourth quarter of 2024, the Fund fulfilled all outstanding redemption requests, demonstrating its commitment to effective liquidity management while maintaining focus on strategic priorities. Also during the quarter, Bailard strengthenedBailard Awarded Fifth in Its Category Among the 2024 Pensions & Investments Best Places to Work in Money Management
SAN FRANCISCO--(BUSINESS WIRE)--Bailard, a values-driven asset and wealth manager in the San Francisco Bay Area, was awarded in P&I's 2024 Best Places to Work in Money Management.
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Frequently Asked Questions Regarding Bailard
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Founded in 1969, Bailard is an independent, values-driven wealth and asset management firm that serves individuals, families, and institutions. The company offers a comprehensive range of services including wealth management, asset management, investment strategies, and sustainable investing. With a focus on aligning financial portfolios with clien... Read More
