BAILARD, INC.
CRD #110550 SEC #801-8562 FOSTER CITY, CA 650-571-5800
SEC Registered Private Funds
Total AUM
$6.5B
Discretionary
$6.5B
Employees
80
Clients
101
Accounts
2,573
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $6.5B | $6.5B | $15.6M | 80 | 0 |
| May 2025 | $6.5B | $6.5B | $15.6M | 80 | 0 |
| Jun 2024 | $6.1B | $6B | $15.8M | 75 | 0 |
| Dec 2023 | $5.3B | $5.3B | $16.9M | 70 | 0 |
| Aug 2023 | $5.3B | $5.3B | $16.9M | 70 | 0 |
| Jun 2023 | $5.3B | $5.3B | $16.9M | 70 | 0 |
| Jun 2022 | $5.5B | $5.5B | $19.2M | 62 | 0 |
| Nov 2021 | $5B | $5B | $19.4M | 65 | 0 |
| Jun 2021 | $5B | $5B | $19.4M | 65 | 0 |
| Jun 2020 | $3.4B | $3.4B | $12.8M | 67 | 0 |
| Jun 2019 | $3.6B | $3.6B | $20.6M | 63 | 0 |
| Apr 2019 | $4B | $3.9B | $14.7M | 60 | 0 |
| Mar 2019 | $4B | $3.9B | $14.7M | 60 | 0 |
| Jan 2019 | $4B | $3.9B | $14.7M | 60 | 0 |
| Jun 2018 | $4B | $3.9B | $14.7M | 60 | 0 |
| Sep 2017 | $3.6B | $3.5B | $13.8M | 59 | 700 |
| Jun 2017 | $3.6B | $3.5B | $13.8M | 59 | 700 |
| Mar 2017 | $2.6B | $2.6B | $13M | 50 | 500 |
| Jul 2016 | $2.6B | $2.6B | $13M | 50 | 500 |
| Jun 2016 | $2.6B | $2.6B | $13M | 50 | 500 |
| Jun 2016 | $2.6B | $2.5B | $15.8M | 41 | 500 |
| Feb 2016 | $2.6B | $2.5B | $15.8M | 41 | 500 |
| Jul 2015 | $2.6B | $2.5B | $15.8M | 41 | 500 |
| Jun 2015 | $2.6B | $2.5B | $15.8M | 41 | 500 |
| May 2015 | $2.3B | $2.3B | $14.2M | 43 | 400 |
| Feb 2015 | $2.3B | $2.3B | $14.2M | 43 | 400 |
| Jan 2015 | $2.3B | $2.3B | $14.2M | 43 | 400 |
| Aug 2014 | $2.3B | $2.3B | $14.2M | 43 | 400 |
| Jun 2014 | $2.3B | $2.3B | $14.2M | 43 | 400 |
| Apr 2014 | $2.1B | $2.1B | $11.4M | 45 | 400 |
| Sep 2013 | $2.1B | $2.1B | $11.4M | 45 | 400 |
| Jun 2013 | $2.1B | $2.1B | $11.4M | 45 | 400 |
| May 2013 | $1.9B | $1.9B | $12.1M | 45 | 400 |
| Jan 2013 | $1.9B | $1.9B | $12.1M | 45 | 400 |
| Jul 2012 | $1.9B | $1.9B | $12.1M | 11 | 400 |
| Jul 2012 | $1.9B | $1.9B | $12.1M | 11 | 400 |
| Jun 2012 | $1.9B | $1.9B | $12.1M | 11 | 400 |
| May 2012 | $1.8B | $1.8B | $11.7M | 11 | 400 |
| Apr 2012 | $1.8B | $1.8B | $11.7M | 11 | 400 |
| Mar 2012 | $1.8B | $1.8B | $11.7M | 11 | 400 |
| Aug 2011 | $1.9B | $1.9B | $12.6M | -- | -- |
| Jul 2011 | $1.9B | $1.9B | $12.6M | -- | -- |
| Jun 2011 | $1.9B | $1.9B | $12.6M | -- | -- |
| Jun 2010 | $1.5B | $1.5B | $11.2M | -- | -- |
| Jun 2009 | $1.3B | $1.3B | $14.4M | -- | -- |
| Apr 2009 | $2.1B | $2B | $26.1M | -- | -- |
| Mar 2007 | $1.7B | $1.7B | $20.2M | -- | -- |
| Jun 2005 | $1.6B | $1.6B | $16.5M | -- | -- |
| Aug 2004 | $1.4B | $1.4B | $18M | -- | -- |
| Jun 2004 | $1.4B | $1.4B | $18M | -- | -- |
| Mar 2004 | $1.2B | $1.2B | $54M | -- | -- |
| Jul 2001 | $1.3B | $1.2B | $44.8M | 51 | -- |
DateJul 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$15.6M
Employees80
Clients0
DateMay 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$15.6M
Employees80
Clients0
DateJun 2024
Total AUM$6.1B
Discretionary$6B
Non-Disc.$15.8M
Employees75
Clients0
DateDec 2023
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$16.9M
Employees70
Clients0
DateAug 2023
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$16.9M
Employees70
Clients0
DateJun 2023
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$16.9M
Employees70
Clients0
DateJun 2022
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$19.2M
Employees62
Clients0
DateNov 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$19.4M
Employees65
Clients0
DateJun 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$19.4M
Employees65
Clients0
DateJun 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$12.8M
Employees67
Clients0
DateJun 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$20.6M
Employees63
Clients0
DateApr 2019
Total AUM$4B
Discretionary$3.9B
Non-Disc.$14.7M
Employees60
Clients0
DateMar 2019
Total AUM$4B
Discretionary$3.9B
Non-Disc.$14.7M
Employees60
Clients0
DateJan 2019
Total AUM$4B
Discretionary$3.9B
Non-Disc.$14.7M
Employees60
Clients0
DateJun 2018
Total AUM$4B
Discretionary$3.9B
Non-Disc.$14.7M
Employees60
Clients0
DateSep 2017
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$13.8M
Employees59
Clients700
DateJun 2017
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$13.8M
Employees59
Clients700
DateMar 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$13M
Employees50
Clients500
DateJul 2016
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$13M
Employees50
Clients500
DateJun 2016
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$13M
Employees50
Clients500
DateJun 2016
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$15.8M
Employees41
Clients500
DateFeb 2016
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$15.8M
Employees41
Clients500
DateJul 2015
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$15.8M
Employees41
Clients500
DateJun 2015
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$15.8M
Employees41
Clients500
DateMay 2015
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$14.2M
Employees43
Clients400
DateFeb 2015
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$14.2M
Employees43
Clients400
DateJan 2015
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$14.2M
Employees43
Clients400
DateAug 2014
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$14.2M
Employees43
Clients400
DateJun 2014
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$14.2M
Employees43
Clients400
DateApr 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$11.4M
Employees45
Clients400
DateSep 2013
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$11.4M
Employees45
Clients400
DateJun 2013
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$11.4M
Employees45
Clients400
DateMay 2013
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.1M
Employees45
Clients400
DateJan 2013
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.1M
Employees45
Clients400
DateJul 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.1M
Employees11
Clients400
DateJul 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.1M
Employees11
Clients400
DateJun 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.1M
Employees11
Clients400
DateMay 2012
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees11
Clients400
DateApr 2012
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees11
Clients400
DateMar 2012
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees11
Clients400
DateAug 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.6M
Employees--
Clients--
DateJul 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.6M
Employees--
Clients--
DateJun 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.6M
Employees--
Clients--
DateJun 2010
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$11.2M
Employees--
Clients--
DateJun 2009
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$14.4M
Employees--
Clients--
DateApr 2009
Total AUM$2.1B
Discretionary$2B
Non-Disc.$26.1M
Employees--
Clients--
DateMar 2007
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$20.2M
Employees--
Clients--
DateJun 2005
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$16.5M
Employees--
Clients--
DateAug 2004
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$18M
Employees--
Clients--
DateJun 2004
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$18M
Employees--
Clients--
DateMar 2004
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$54M
Employees--
Clients--
DateJul 2001
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$44.8M
Employees51
Clients--