BAILARD, INC.

BAILARD, INC. of FOSTER CITY, CA is an SEC-registered investment adviser (CRD 110550). Regulatory assets under management: $7.6B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Corporations, Investment cos, Other.

Officers, owners & control persons (39)

Showing 25 of 39 people.

NameRoleLocation
Sonya Thadhani MughalCHIEF EXECUTIVE OFFICER; DIRECTOR OF BAILARD, INC, BB&K HOLDINGS, AND BAILARD GENERAL PARTNERS I, INC.Foster City, CA
Pavita FleischerCHIEF COMPLIANCE OFFICERFoster City, CA
Michael John FaustEVP; PRESIDENT, WEALTH MANAGEMENT; DIRECTOR, BAILARD, INC. (SINCE 05/2022)
Blaine Carroll TownsendEXECUTIVE VICE PRESIDENT, DIRECTOR OF SRII
Fuju WuSENIOR VP, FINANCE AND OPERATIONS OF BAILARD, INC.; TREASURER OF BAILARD, INC. AND BB&K HOLDINGS
David Harrison SmithCHIEF INVESTMENT OFFICER
James David PinkertonEVP HEAD OF INVESTMENTS - REAL ESTATE, CO-CEO OF BAILARD REAL ESTATE INVESTMENT TRUTS, INC.
Tess Weisse GruensteinEVP HEAD OF PORTFOLIO MANAGEMENT - REAL ESTATE, CO-CEO OF BAILARD REAL ESTATE INVESTMENT TRUTS, INC.
Preston Robert SargentEXECUTIVE VICE PRESIDENT, REAL ESTATE
Eric Paul LeveEVP; CHIEF INVESTMENT OFFICER (SINCE 3/2013); DIRECTOR, BAILARD GENERAL PARTNERS I, INC.(SINCE 05/2022)
SARGENT PRESTON ROBERTEVP (8/2014) / MEMBER OF SENIOR MANAGEMENT TEAM (5/2015); EVP / MEMBER OF SENIOR MANAGEMENT TEAM; EXECUTIVE VICE PRESIDENT, REAL ESTATE
BAILARD THOMAS EDWARDSCHAIRMAN
KAISER RONALD WALTERDIRECTOR; DIRECTOR, BB&K HOLDINGS; DIRECTOR, BB&K HOLDINGS, INC.
SPARKS BURNICE EDWARDDIRECTOR, BB&K HOLDINGS; PRESIDENT & DIRECTOR; PRESIDENT & DIRECTOR; DIRECTOR, BB& K HOLDINGS (SINCE 06/2011) (+2 more)
BAILEY BARBARA VAUGHANEVP/TREASURER, CFO; EVP/TREASURER, CFO, SECRETARY
O'CONNELL DENNIS JDIRECTOR; DIRECTOR, BB&K HOLDINGS; DIRECTOR, BB&K HOLDINGS INC.
BODDORF JAMES EDIRECTOR; DIRECTOR, BB&K HOLDINGS, INC.
PARKER GEORGE GCDIRECTOR; DIRECTOR, BB&K HOLDINGS, INC.
HILL PETER MOLYNEUXCHAIRMAN (SINCE 06/2011) AND DIRECTOR (SINCE 1992);CEO; CHAIRMAN (SINCE 06/2011) AND DIRECTOR OF BB&K HOLDINGS INC.; CIO, DIRECTOR; DIRECTOR, BB&K HOLDINGS (+4 more)
HORNE JANIS MAYOCHIEF COMPLIANCE OFFICER
DESSONVILLE DIANA LEAEVP
THADHANI SONYACIO; DIRECTOR, CHIEF RISK OFFICER (SINCE 8/2011) AND COO (SINCE 3/2013); DIRECTOR (SINCE 06/2011) AND CIO (+1 more)
MARTIN JACKIE PSECRETARY; SECRETARY, BB&K HOLDINGS, INC.
PATEL TINA BHAGUDEPUTY COMPLIANCE OFFICER
FLEISCHER PAVITACHIEF COMPLIANCE OFFICER

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