|
⚲
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| Bard Associates Inc
✚
| |
|---|---|
| CRD # | 104984 |
| SEC # | 801-28820 |
| CIK # | 0001105907 |
| AUM | $337.1 MM (2024-03-12) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 312-782-9600 |
| Address | 135 S LaSalle St Ste 3700 Chicago, IL 60603 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ENSG | 4,100.9 | 11.5 | |
| FIP | 10.1 | ||
| COHR | 6,655.2 | 6.8 | |
| MAMA | 5.5 | ||
| AROC | 1,322.4 | 4.8 | |
| USAC | 1,681.7 | 4.8 | |
| USPH | 1,406.8 | 4.6 | |
| TTP | 56.0 | 4.6 | |
| LEGH | 323.2 | 4.5 | |
| ACU | 110.8 | 4.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Bard Micro-Cap Value Fund LP | [2012-03-22] | 0.7 | 13.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 28.2 |
| (b) Individuals (high net worth individuals) | 90 | 295.7 |
| (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 | 13.2 |
| (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 | 383 | 337.1 |
| By Discretionary | ||
| Discretionary | 383 | 337.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 383 | 337.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 336.7 | |
| Total | 383 | 337.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Timothy Johnson | 44 | ||
| Michael Demaray | 2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001105907] | |
| SC 13D | [0001105907] | |
| SC 13G | [0001105907] |
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|---|---|---|
|
Gordian Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Lavaca Capital LLC
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TX | 0.3 |
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Samjo Management LLC
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NY | 0.3 |
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Eldred Rock Partners LLC
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TX | 0.3 |
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Goodhaven Capital Management LLC
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NJ | 0.3 |
|
Bulldog Investors LLP
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NJ | 0.3 |
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Goldstein Capital Corp
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NY | 0.3 |
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Noctua International WMG LLC
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FL | 0.3 |
|
Goldberg Advisers LLC
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|
CA | 0.3 |
|
Hillman Capital Management Inc
✚
|
MD | 0.3 |