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Bard Associates

Bard Associates is a fund manager in Chicago with $394.49M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
363452497
SEC advisor number
801-28820
FINRA CRD number
104984
AUM ?
$394.49M (as of 29 Mar 22)
Accounts
177 (as of 29 Mar 22)
Employees
9 (6 investment advisory or research)
Address
Bard Associates
135 S. LASALLE ST.
SUITE 3700
CHICAGO
IL 60603
Phone
3127829600

Ownership

Fund structure AUM Fund type
Bard Associates Inc $394.49M
Bard Micro-cap Value Fund, L.P. $17.89M Hedge Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 181 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$7.47M 101.55K 100.23K +1.3
$6.24M 122.55K 121K +1.3
$5.82M 53.32K 53.52K -0.4
$5.06M 77.55K 72.9K +6.4
$4.63M 116.78K 114.65K +1.9
$4.41M 177.61K 174.15K +2.0
$4.16M 248.98K 243.88K +2.1
$4.06M 128.15K 124.65K +2.8
$4.03M 146.2K 145.6K +0.4
$3.99M 1.01M 986.81K +2.5
$3.9M 693K 664.28K +4.3
$3.82M 144.56K 157.96K -8.5
$3.78M 358.26K 353.12K +1.5
$3.72M 370.05K 379.45K -2.5
$3.6M 162.36K 115.52K +40.5
$3.52M 175.21K 169.66K +3.3
$3.47M 277.4K 276.04K +0.5
$3.21M 272.11K 264.76K +2.8
$3.13M 223.22K 211.4K +5.6
$3.11M 224.12K NEW
$3.01M 52.35K 51.55K +1.6
$3M 52.49K NEW
$3M 143.65K 143.35K +0.2
$2.95M 115.87K 109.97K +5.4
$2.88M 57.5K 56K +2.7
$2.82M 59.06K 55.26K +6.9
$2.79M 18.63K 18.63K 0
$2.7M 662.25K 631.05K +4.9
$2.5M 78.23K 76.5K +2.3
$2.5M 191.65K 181.14K +5.8
$2.47M 166.01K 160.11K +3.7
$2.45M 129.16K 128.94K +0.2
$2.34M 177.17K 178.55K -0.8
$2.33M 64.58K 64.82K -0.4
$2.27M 224.48K 215.11K +4.4
$2.22M 1.82M 671.3K +170.7
$2.1M 19.69K 18.64K +5.6
$2.1M 374.3K 355.2K +5.4
$2.08M 134.8K 128.65K +4.8
$2.06M 246.6K 248.05K -0.6
$2.01M 65.62K 68.02K -3.5
$1.99M 519.88K 498.3K +4.3
$1.86M 194.12K 200.43K -3.2
$1.82M 220.25K 207.75K +6.0
$1.76M 258.47K 251.67K +2.7
$1.7M 283.51K 282.51K +0.4
$1.66M 278.33K 264K +5.4
Nomad Royalty Company LTD
$1.65M 234.16K 232.66K +0.6
$1.65M 371.5K 351.45K +5.7
$1.63M 173.53K 164.93K +5.2
Holdings list only includes long positions. Only includes long positions.

Calendar

24 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings