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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Foster City, CA HQ: Foster City, CA

Bailard, Inc.

$7.5B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($577.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Growth Equity, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
20
5 Open Source Trails Below
Sum of Disclosed Rows
$577.4M
Total AUM: $7.5B
Median Disclosed Amount
$34.0M
Range: $10.0M – $47.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Bailard, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
General Catalyst Group XII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$47.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Strategic Partners Fund X, L.P.Adviser 7.B Vehicle Secondaries 2025
$38.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crescent Direct Lending Fund IV, L.P.Adviser 7.B Vehicle Direct Lending 2025
$34.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PSG Europe II, L.P.Adviser 7.B Vehicle Growth Equity 2024
$44.1M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Astorg VIII, L.P.Adviser 7.B Vehicle Buyout 2024
$40.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Bailard, Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Bailard, Inc. (Family Office / MFO, $7.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.7% Actual; $172.8M Unallocated Target Bandwidth). SEC Form ADV (801-8562, CRD #110550) verified $7.51B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-16

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Bailard, Inc.

740 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bailard, Inc. (17 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

Aegon Asset Management US

OCIO / Wealth RIA Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
General Catalyst Group XII (2025 Vintage)
Bailard, Inc.: $47.0M · SEC Form ADV 7.B
Aegon Asset Management US: $520.7M · SEC Form ADV 7.B

Additional shared vehicles: Strategic Partners Fund X (2025 Vintage) · Crescent Direct Lending Fund IV, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

AlpInvest Partners Primary FoF

Fund of Funds / Seeder North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Strategic Partners Fund X (2025 Vintage)
Bailard, Inc.: $38.8M · SEC Form ADV 7.B
AlpInvest Partners Primary FoF: $1.65B · SEC Form ADV 7.B

Additional shared vehicles: General Catalyst Group XII (2025 Vintage) · Crescent Direct Lending Fund IV, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

BJC HealthCare Long-Term Investment Pool

Healthcare / Hospital System St. Louis, MO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Direct Lending Fund IV, L.P. (2025 Vintage)
Bailard, Inc.: $34.7M · SEC Form ADV 7.B
BJC HealthCare Long-Term Investment Pool: $46.7M · IRS Form 990 Sched D

Additional shared vehicles: General Catalyst Group XII (2025 Vintage) · Strategic Partners Fund X (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+737 Additional Institutional LPs Report Shared Vehicles with Bailard, Inc.

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You are viewing 5 open public preview records (out of 20 total tracked records for Bailard, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (740 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Bailard, Inc.

Buyout LPs →Venture Capital LPs →Private Credit LPs →Growth Equity LPs →Secondaries LPs →

Frequently Asked Questions: Bailard, Inc.

What type of institutional allocator is Bailard, Inc. and what is their typical disclosed ticket size?

Bailard, Inc. is categorized under Family Office / MFO (Regional Roadshow Hub: Foster City, CA; Headquarters: Foster City, CA). Across 20 historical disclosure records tracked on Prilago ($577.4M total parsed USD across disclosed rows), the median disclosed amount is $34.0M (range: $10.0M to $47.0M).

Which private-market strategies appear in Bailard, Inc.'s public disclosures?

Bailard, Inc. has disclosed records across Buyout, Venture Capital, Private Credit, Growth Equity, Secondaries. Open preview records include General Catalyst Group XII, L.P. (2025 Vintage), Strategic Partners Fund X, L.P. (2025 Vintage), Crescent Direct Lending Fund IV, L.P. (2025 Vintage), PSG Europe II, L.P. (2024 Vintage).

How are Bailard, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Bailard, Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Bailard, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bailard-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Bailard, Inc.?

In Prilago's bilateral commitment graph, Bailard, Inc. shares resolved underlying fund vehicles with 740 institutional LPs across 17 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Aegon Asset Management US (8 shared vehicles, e.g. General Catalyst Group XII (2025 Vintage)), AlpInvest Partners Primary FoF (6 shared vehicles, e.g. Strategic Partners Fund X (2025 Vintage)), BJC HealthCare Long-Term Investment Pool (6 shared vehicles, e.g. Crescent Direct Lending Fund IV, L.P. (2025 Vintage)).

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