Data / Investment advisers / New Jersey / Bayard Asset Management LLC
Bayard Asset Management LLC, Princeton, NJ: $397 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bayard Asset Management LLC is an SEC registered investment adviser with its main office in Princeton, New Jersey and reports $397 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include state and municipal governments and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 177515
- SEC file number
- 801-111921
- SEC status
- Approved, effective October 25, 2017
- Main office
- 103 Carnegie Center Suite 108, Princeton, NJ 08540
- Phone
- (609) 580-1457
- Website
- bayardasset.com
- Regulatory AUM
- $397,263,409 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $397,263,409
- Accounts
- 5
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $112,602,036
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 4 | $284.7 million |
| Pooled investment vehicles | 1 | $112.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $397.3 million | March 30, 2026 |
| December 1, 2025 | $313.8 million | March 28, 2025 |
Other advisers in Princeton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Novi Wealth Partners | Princeton | $612.8 million | Not listed | adviserinfo.sec.gov |
| Dumont & Blake Investment Advisors LLC | Princeton | $562.3 million | Not listed | adviserinfo.sec.gov |
| Giverny Capital Advisors | Princeton | $420.9 million | Not listed | adviserinfo.sec.gov |
| Landseer Advisors LLC | Princeton | $415.2 million | Not listed | adviserinfo.sec.gov |
| Carnegie Lake Advisors LLC | Princeton | $403 million | Not listed | adviserinfo.sec.gov |
| Eks Associates | Princeton | $324.3 million | Not listed | adviserinfo.sec.gov |
| Mercator Partners | Princeton | $297.6 million | 2 | adviserinfo.sec.gov |
| West Horizon Capital | Princeton | $282.8 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Princeton, NJ
- Investment advisers in New Jersey
- Advisers with $100 million to $500 million in AUM
- Advisers serving state and municipal governments
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Bayard Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.