Established in 1969, Bailard Inc. stands as an independent wealth and asset management firm, dedicated to serving individuals, families, and institutions. Over the years, the firm have cultivated a robust long-term track record in asset management, spanning domestic and international equities, fixed income, and private real estate. In addition, the firm take pride in its in-house expertise in Environmental, Social, and Governance (ESG) considerations. Bailard goes beyond traditional investment strategies by integrating financial, tax, and estate planning, offering comprehensive wealth management services. Aligned with Bailard's six core principles and a steadfast ESG/SRI (Socially Responsible Investing) mindset, the firm collaborate with clients to ensure their financial portfolios align seamlessly with their values.
Thomas E. Bailard, a co-founder of the firm, serves as a Consultant at Bailard, Inc. With over 46 years of investment experience, Mr. Bailard plays a key role in the firm's real estate investing endeavors. Beyond his contributions to Bailard, he serves on the executive board of the Parkinson's Institute and Clinical Center in Sunnyvale, California, and on the board of trustees of the Palo Alto Medical Foundation.
Mr. Bailard's extensive involvement in various philanthropic and community organizations underscores his commitment to making a positive impact. Notably, he served as the national chairman of Stanford's Annual Fund during the Stanford Centennial Campaign and has been a Big Brother in San Mateo County. Additionally, he contributed his expertise as a member of the board of directors of Stanford University Hospital and served as a director and chair of the board of the Peninsula Community Foundation (now part of the Silicon Valley Community Foundation) from 1992 to 2002. He has also been a trustee of Menlo School. Educationally, Mr. Bailard earned his BA in political science from Stanford University in 1964 and completed his MBA at the Graduate School of Business in 1969.
Bailard operates as a hedge fund, catering to a diverse clientele of 1016 clients. As of August 24, 2023, the firm manages discretionary assets under management (AUM) totaling $5,281,083,342, as detailed in Form ADV. The Q3 2023 13F filing provides additional insight into Bailard's investment strategy, revealing $3,018,979,813 in managed 13F securities, with a top 10 holdings concentration standing at 29.34%.