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BAYARD ASSET MANAGEMENT LLC

PRINCETON, NJ · CRD 177515 · IAPD ↗ · bayardasset.com · 609-580-1457

$397.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — BAYARD ASSET MANAGEMENT LLC reported RAUM up 27% ($313.8M -> $397.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — BAYARD ASSET MANAGEMENT LLC reported RAUM up 205% ($103.0M -> $313.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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