BARD ASSOCIATES INC
C42
CRD 104984·SEC 801-28820·CHICAGO, IL
AUM
$416.2M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$10.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $246.1M
'21 · $280.6M
'22 · $329.4M
'23 · $394.5M
'25 · $384.6M
'26 · $416.2M
'20'26
$246.1M → $416.2M▲ +69%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 5 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 5 advisors
'26 · 4 advisors
'20'26
6 advisors → 4 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
233 SOUTH WACKER DRIVESUITE 4400CHICAGO, IL 60606
Business
233 SOUTH WACKER DRIVESUITE 4400CHICAGO, IL 60606
Edgar Recent Filings
SCHEDULE 13G2026-05-14 · 0001105907-26-000020
SCHEDULE 13G/A2026-05-13 · 0001105907-26-000018