SourcingSourcing

BAYARD ASSET MANAGEMENT LLC

C41
CRD 177515·SEC 801-111921·PRINCETON, NJ
AUM
$397.3M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BAYARD ASSET MANAGEMENT LLC
CRD
177515
SEC file #
801-111921
EIN
000000000
DBA names
—

Economics

AUM
$397.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$155.7M → $397.3M▲ +155%
Client mix
State Or Municipal Govt4
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
PRINCETON NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
bayardasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BHATIA, DEEPINDER, S
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BHATIA, DEEPINDER, S
Chowdhury, Nandini
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BAYARDASSET.COM
Rdap Domain Creation Date
2011-03-27T16:15:51Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001516949
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2011-03-30
Edgar Last Filing Date
2025-10-16
Edgar Form D Count
16
Edgar Form D Offerings
2025-10-162025-10-16 · 0001013594-25-001219
2024-10-162024-10-16 · 0001013594-24-000803

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
State Street3
U.s. Bank2
Bny Mellon2
Jpmorgan2
Edgar Addresses
Mailing
103 CARNEGIE CENTERSUITE 108PRINCETON, NJ 08540
Business
103 CARNEGIE CENTERSUITE 108PRINCETON, NJ 08540
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-10-16 · 0001013594-25-001219
D/A2024-10-16 · 0001013594-24-000803
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-27T16:15:51Z
Rdap Domain Last Changed
2026-03-28T17:12:33Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5512724
Trust Company Affiliate
No

People (2)

2
BHATIA, DEEPINDER, S
Direct Owner · 87.5%
5512724
Chowdhury, Nandini
Direct Owner · 17.5%
6770796