Articles from Bailard, Inc.

Bailard, Inc., an independent wealth and asset management firm, has been named to the inaugural CNBC Elite Advisors list. CNBC recognizes 25 U.S. registered investment advisors (RIAs) with a record of serving ultra-high-net-worth (UHNW) clients and families across the full range of services they require.

Bailard announced that Tess Gruenstein and James Pinkerton have assumed co-head roles for Bailard’s real estate team, succeeding Preston Sargent who retired as President and CEO of the Bailard Real Estate Fund (BREF) at year-end. The transition reflects Bailard’s team-oriented approach and is a potent manifestation of the firm’s commitment to growing and nurturing leadership talent. Gruenstein and Pinkerton will continue to work closely with senior team member, Alex Spotswood, an important contributor to BREF’s success over the past nine years. This transition is the culmination of nine months of careful planning and implementation that began in the spring of 2025. While Sargent will step back from day-to-day responsibilities, he will remain a strategic advisor to the Fund for at least the next year and will continue to serve on the BREF Board of Directors.

The Bailard Real Estate Fund completed three acquisitions in key U.S. markets during the third quarter of 2025, marking a deliberate return to active capital deployment. With select opportunities emerging as pricing adjusts and fundamentals stabilize, the Fund continues to invest through a disciplined, process-driven lens, focusing on properties that can generate income today and value over time.

Bailard advances its efforts to seize opportunities in the evolving real estate market. With a disciplined investment approach and an expanded team, the Bailard Real Estate Fund is positioned for growth in the year ahead.

Bailard, an independent asset and wealth management firm based in the San Francisco Bay Area, has been named one of the 2024 Best Places to Work in Money Management by Pensions & Investments. The firm is honored to be ranked fifth in its category (companies with 50-99 employees). This marks the seventh consecutive year that Pensions & Investments has recognized Bailard.

Bailard, Inc., an independent wealth and asset management firm, is proud to announce its recognition as one of the Bay Area’s 2024 Top Workplaces by the San Francisco Chronicle. The firm was ranked second in its category (for companies with 35-149 employees).

Bailard, Inc., an independent wealth and asset management firm in the San Francisco Bay Area, proudly announces its Bailard Foundation reached $1 million in grants and donations distributed in just its first five years. As of June 30, 2024, the Bailard Foundation has distributed $1,008,037 since its inception in June 2019, over 90% of which has directly benefited the local Bay Area community.

Bailard, a values-driven wealth and asset manager in the San Francisco Bay Area, has once again been named as one of the 2024 Best Places to Work for Financial Advisors by InvestmentNews. The firm was ranked first of 25 firms in its category (companies with 50 or more U.S. employees). This marks the fifth consecutive year InvestmentNews has recognized Bailard as a Best Place to Work for Financial Advisors.

Bailard, Inc., an independent wealth and asset management firm, proudly announces its recent certification as a B Corporation™ (B Corp™). This achievement marks a significant stride in the firm’s dedication to values-driven practices that benefit its clients and employees, and the community.

Bailard, a values-driven asset and wealth manager in the San Francisco Bay Area, is recognized as one of the 2023 Best Places to Work in Money Management, announced by Pensions & Investments. The firm is honored to be ranked first in its category (of companies with 50-99 employees). Notably, this marks the sixth consecutive year Pensions & Investments has recognized Bailard as a Best Place to Work.

Bailard announced today that it has been ranked in the San Francisco Business Times’ 2022 Top 100 Bay Area Corporate Philanthropists List. The Corporate Philanthropy program celebrates the Bay Area’s most generous corporate citizens and recognizes those companies that also give their time, talent, and resources to their community.

Bailard, an independent, values-driven asset and wealth management firm, is pleased to announce the launch of its new development-focused multifamily real estate strategy, alongside its legacy open-end diversified Core private equity real estate fund.

Bailard, Inc. announced today that the Bailard Real Estate Fund (the “Fund”) has been added to the National Council of Real Estate Investment Fiduciaries’ (NCREIF) Open-end Diversified Core Equity Index (NFI-ODCE) as of March 31, 2021. Bailard’s Fund joins as the NFI-ODCE’s 27th active fund.