Bayard Asset Management — Contact Email, Phone & Team

Overview

Bayard Asset Management is an SEC-registered investment adviser based in Princeton, New Jersey, specializing in global equity investing. Founded in March 2011, the firm is 100% employee-owned and manages assets through private funds and institutional accounts. As of January 31, 2026, Bayard's assets under management (AUM) were approximately $388 million. The firm's investment approach focuses on concentrated, long-only public equity strategies across developed, emerging, and frontier markets. Bayard's disciplined process, small team, complete ownership autonomy, and unwavering commitment to integrity and investment performance distinguish its investment philosophy. The firm primarily invests in publicly traded equities with a focus on high dividend yield and long-term capital appreciation. Clients typically include high net worth individuals, family offices, endowments, and other entities meeting specific investor criteria. The minimum initial investment for the Funds is $1,000,000, subject to discretion for other accounts. Fees are deducted monthly in advance, with performance-based fees or allocations paid annually and upon withdrawals. Bayard acts as a fiduciary, aiming to act in the best interests of clients. The firm may engage in soft dollar arrangements and has discretion over brokerage practices, including aggregation of orders for best execution. Clients generally have no voting rights over securities held in their accounts, with Bayard exercising voting discretion. The firm has no material disciplinary events and maintains financial stability to meet client commitments. Bayard is not a state-registered adviser. For more detailed information, clients can refer to the firm's Form ADV brochure.

Investment Focus

Minimum initial investment: $1,000,000
Performance-based fees or allocations paid annually and upon withdrawals
Fiduciary duty to act in the best interests of clients
Engagement in soft dollar arrangements
Discretion over brokerage practices, including aggregation of orders for best execution
Clients generally have no voting rights over securities held in their accounts, with Bayard exercising voting discretion

Reach Bayard Asset Management directly

Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.

Unlock full contacts →

Frequently asked questions about Bayard Asset Management

What sectors does Bayard Asset Management invest in?

Bayard Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New Jersey, United States. Bayard Asset Management is listed as a hedge fund in the ConnectSafely investor database.