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BAYARD ASSET MANAGEMENT LLC

SEC Registered
PRINCETON, NJhttps://bayardasset.com609-580-1457
Assets Under Management
$100M–$500M
Year Founded
2011
Employees
4
Office Locations
1 office
Total Accounts
5

About the firm

Bayard Asset Management LLC is an SEC-registered investment adviser, based in Princeton, NJ, with an AUM of US$443 million (as of May 31, 2026) invested through two private funds and institutional accounts. They specialize in concentrated, long-only, public equity investing across developed, emerging and frontier markets. Founded by Deepinder Bhatia in March 2011, Bayard is a team of four and is 100% employee owned.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

Concentrated EquityLong-onlyPublic EquityDeveloped MarketsEmerging MarketsFrontier MarketsPrivate FundsInstitutional Accounts

Services

Concentrated, long-only, public equity investing across developed, emerging and frontier markets, through two private funds and institutional accounts

Private funds / alternatives
Hedge

Who they serve

Institutional accounts and investors in two private funds

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals0$0
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans1$113M
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Deepinder S Bhatia
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
NJ
PRINCETONHQ

Regulatory & compliance

CRD number
#177515
SEC Number
801-111921
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $1,000,000 (waivable)

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BAYARD ASSET MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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BAYARD ASSET MANAGEMENT LLC in PRINCETON, NJ | AdvisorFinder