BARD PARTNERS LLC

Adviser information for BARD PARTNERS LLC last updated from Form ADV on January 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	1	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0

Services

Advisory Services	Pension consulting services
Compensation	Hourly chargesFixed fees

Identifiers

SEC RIA File Number	801-119542
SEC ERA File Number	801-119542
SEC CIK Numbers	None
SEC CRD Numbers	310269
Legal Entity Identifier	None

Principal Office

204 RAMONA AVENUE
PIEDMONT
CA
United States

Monday - Friday, 9:00 A.M. - 5:00 P.M.

Tel: 510-853-1711, Fax: 510-658-4620

Chief Compliance Officer

FAYE BEVERETT

PRINCIPAL

204 RAMONA AVENUE

PIEDMONT

United States

Tel: 510-853-1711

Fax: 510-658-4620

F********@******************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners