Bailard Inc

Bailard Inc, formalmente conocida como BAILARD, INC., es una corporación de California con 63 empleados, de los cuales 57 son asesores. El estado de registro de la SEC de la empresa se enumera como aprobado, con una fecha de registro del 3 de marzo de 1972, mientras que el número exacto de clientes que atiende sigue sin revelarse.

• BB&K HOLDINGS, INC.

  PARENT COMPANY OF APPLICANT posee 75% o más

• BLAINE CARROLL TOWNSEND

  SENIOR VICE PRESIDENT, DIRECTOR, SRII posee menos de 5%

• BURNICE EDWARD SPARKS

  PRESIDENT & DIRECTOR; DIRECTOR, BB& K HOLDINGS (SINCE 06/2011) posee menos de 5%

• DENNIS J. O'CONNELL

  DIRECTOR, BB&K HOLDINGS INC. posee menos de 5%

• ERIC PAUL LEVE

  EVP, AND CHIEF INVESTMENT OFFICER (SINCE 3/2013) posee menos de 5%

• ERIN MARIE RANDOLPH

  SECRETARY posee menos de 5%

• FRANCOIS MARCOUX

  SENIOR VICE PRESIDENT posee menos de 5%

• FUJU WU

  TREASURER posee menos de 5%

• JANIS MAYO HORNE

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• MARLIS FRITZ

  DIRECTOR, BB&K HOLDINGS posee menos de 5%

• MICHAEL JOHN FAUST

  EVP; DIRECTOR, WEALTH MANAGEMENT posee menos de 5%

• PETER MOLYNEUX HILL

  CHAIRMAN (SINCE 06/2011) AND DIRECTOR (SINCE 1992);CEO; CHAIRMAN (SINCE 06/2011) AND DIRECTOR OF BB&K HOLDINGS INC. posee menos de 5%

• PRESTON ROBERT SARGENT

  EVP (8/2014) / MEMBER OF SENIOR MANAGEMENT TEAM (5/2015) posee menos de 5%

• RONALD WALTER KAISER

  DIRECTOR, BB&K HOLDINGS, INC. posee menos de 5%

• SONYA THADHANI

  DIRECTOR, CHIEF RISK OFFICER (SINCE 8/2011) AND COO (SINCE 3/2013) posee menos de 5%

• TINA BHAGU PATEL

  DEPUTY COMPLIANCE OFFICER posee menos de 5%

• WILLIAM ROBERT OLDENBURG

  DIRECTOR, BB&K HOLDINGS, INC. posee menos de 5%

• SONYA THADHANI MUGHAL

  DIRECTOR, CHIEF RISK OFFICER (SINCE 8/2011) AND COO (SINCE 3/2013) posee menos de 5%

• J.P. MORGAN SECURITIES LLC
  Estados Unidos

• Nipun Capital LP
• Neumann Capital Management LLC
• American Infrastructure Funds LLC
• Sumeru Equity Partners LP
• Knuff & Company LLC
• American Infrastructure Partners LLC
• Bertram Capital Management LLC

• Bailard, Inc. Q2 2023 vs. Q3 2023: A Comprehensive Analysis of 13F Holdings
• Bailard, Inc. Q1 2023 vs. Q2 2023: Analyzing Changes in Fund Holdings
• The Ups and Downs: A Look at Bailard, Inc.'s Q4 2022 vs. Q1 2023 Investment Holdings

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