Bard Associates Inc

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Assets, Funds, Holdings

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Bard Associates Inc
CRD #104984
SEC #801-28820
CIK #
AUM $246.1 MM (97% Disc, 100% US)
Employees9 (67% Investors, 0% Brokers)
Phone312-782-9600
Address135 S LaSalle St Ste 3700
Chicago, IL 60603
Links IAPDexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IIVI 2,510.0 8.9
USPH 1,400.0 5.3
WLDN 405.4 5.0
USAC 1,530.0 3.8
KWR 2,660.0 3.8
CSV 379.9 3.8
HDSN 78.0 3.6
BCPC 3,040.0 3.5
ACU 56.9 3.4
NEWT 382.2 3.2
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Bard Micro-Cap Value Fund LP
10.0
View All
Comparable Firms State AUM ($BB)
Wallman Investment Counsel LLC
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0.3
Heronetta Management LP
NY
0.3
Bayshore Capital Advisors LLC
FL
0.2
Alethea Capital Management LLC
CA
0.2
Stone Run Capital LLC
NY
0.2
UFG Advisors Limited
0.2
Jolley Asset Management LLC
NC
0.2
Eplanet Capital Group Holdings LLC
CA
0.2
Voit & Company LLC
WI
0.2
ASA Managed Account Managers LLC
MN
0.2