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| Happy Holidays!! thanks for using AUM13F!! |
| Bard Associates Inc
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| CRD # | 104984 |
| SEC # | 801-28820 |
| CIK # | 0001105907 |
| AUM | $384.6 M (2025-03-24) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 312-782-9600 |
| Address | 135 S LaSalle St Ste 3700 Chicago, IL 60603 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ensign Group Inc | 13.1 | ||
| Willdan Group Inc | 8.2 | ||
| II-VI Inc | 8.0 | ||
| Flaherty & Crumrine Preferred & Income Securities Fund Inc | 7.3 | ||
| FTAI Infrastructure Inc | 6.7 | ||
| Oil DRI Corp of America | 6.5 | ||
| Mascot Properties Inc | 6.1 | ||
| Wheaton Precious Metals Corp | 5.2 | ||
| Osisko Gold Royalties Ltd | 5.0 | ||
| Carriage Services Inc | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Bard Micro-Cap Value Fund LP | [2012-03-22] | 0.7 | 15.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 30.4 |
| (b) Individuals (high net worth individuals) | 98 | 338.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 15.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 384.6 |
| By Discretionary | ||
| Discretionary | 388 | 384.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 388 | 384.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 384.2 | |
| Total | 388 | 384.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Timothy Johnson | 45 | ||
| Michael Demaray | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001105907] | |
| SC 13D | [0001105907] | |
| SC 13G | [0001105907] |
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