The BARD ASSOCIATES INC is a privately held investment adviser that advises $416.23mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BARD ASSOCIATES INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 30.94% over the last 5-years.
The Group has been registered with the SEC for 39.51 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 233 SOUTH WACKER DRIVE SUITE 4400, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 4 investment and 6 non-investment staff. The total number of Employees increased by 11.11% over the last 5-years.
Their $416.23mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $364.77mn or 87.64% of Total Assets and Individuals own $32.3mn or 7.76% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
BARD ASSOCIATES INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.