Bailard, Inc.
Bailard, Inc. is an independent, employee-owned and women-led wealth and asset management firm headquartered in Foster City, California. Founded in 1969 by three graduates of the Stanford Graduate School of Business, Bailard serves individuals, families, endowments, foundations, and institutions. The firm provides comprehensive wealth management, financial and estate planning, and institutional asset management services, with expertise in domestic and international equities, fixed income, and private real estate, as well as sustainable and impact investing. Bailard emphasizes accountability, compassion, courage, excellence, fairness, and independence and is a certified B Corporation. As of September 2025, Bailard manages $7.5 billion in assets and is recognized for its high client retention, values-driven approach, and broad employee ownership.
Investment Strategy
Bailard utilizes a long-term, values-driven investment philosophy that emphasizes alignment of client financial goals with personal values. Their investment approach spans domestic and international equities, fixed income, and private real estate. Bailard also has significant in-house sustainable, responsible, and impact investing expertise, integrating environmental, social, and governance (ESG) principles into their portfolio construction. The firm offers both standalone single asset class strategies for institutions and multi-asset class, customized portfolios for wealth management clients. Bailard’s strategies prioritize risk management, transparency, and tailored service, maintaining independence to best serve its diverse client base.
Latest 13F Filing Activity
Bailard, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 746 equity positions with a total 13F market value of $4B. The fund increased holdings in Ishares TR, Microsoft Corp., Nvidia Corporation among other positions. Bailard, Inc. reduced exposure to Vanguard BD Index FDS, J P Morgan Exchange Traded F, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (746)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.05% | $216.7M | 435,572 | $132.68 | $497.41 | +$54.1M |
A AAPL | APPLE INC | 4.21% | $180.8M | 881,294 | $72.53 | $205.17 | -$12.3M |
N NVDA | NVIDIA CORPORATION | 3.62% | $155.1M | 982,007 | $41.49 | $157.99 | +$44.6M |
S SPY | SPDR S&P 500 ETF TR | 2.98% | $127.7M | 206,654 | $392.34 | $617.85 | +$14.1M |
E EFA | ISHARES TR | 2.89% | $123.9M | 1,386,025 | $78.02 | $89.39 | +$13.5M |
Industry Allocation
Investment Team (17)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Vice President, Acquisitions and Portfolio Management | CA , United States | |
| Senior Vice President, Investment Counselor | San Mateo, CA , United States | ||
A Annalise Durante | Senior ESG Analyst and Investment Counselor | Vail, CO , United States | |
 | Vice President, Investment Counselor | Encinitas, CA , United States | |
 | Chief Investment Officer | Berkeley, CA , United States | |
E Eric Greco | Equity Analyst - FinTech and eCommerce | United States | |
 | Chief Investment Officer | San Mateo, CA , United States | |
 | Senior Vice President, Portfolio Manager Sustainable, Responsible and Impact Investing Group | San Mateo, CA , United States | |
G Glenn Davis | Sr. Vice President, Head Trader | San Mateo, CA , United States | |
 | Senior Equity Analyst | CA , United States |