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BAILARD, INC.

FOSTER CITY, CA · CRD 110550 · IAPD ↗ · 650-571-5800

$7.56BRegulatory AUM
42Advisory reps
83Employees
0Clients
101-250Planning clients
1Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — BAILARD, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
June 2025 — BAILARD, INC. grew from 36 to 42 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.