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EVP Head of Portfolio Management - Real Estate, Co-Ceo of Bailard Real Estate Investment Truts, Inc. · Bailard, Inc.

Tess W. Gruenstein

CRD 8206107 · Named on Form ADV at one SEC-registered adviser

At a glance

Bailard, Inc., an SEC-registered wealth manager based in Foster City, CA with $7.6 billion in regulatory assets, lists Tess W. Gruenstein on its Form ADV as EVP Head of Portfolio Management - Real Estate, Co-Ceo of Bailard Real Estate Investment Truts, Inc..

Firms and roles

  • Bailard, Inc.EVP Head of Portfolio Management - Real Estate, Co-Ceo of Bailard Real Estate Investment Truts, Inc.Wealth manager · Foster City, CA · $7.6B in regulatory assets

AtlasMembers

Tess’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Colleagues named on the same filings (7)

  • Sonya T. MughalChief Executive Officer; Director of Bailard, Inc, Bb&k Holdings, and Bailard General Partners I, Inc., Bailard, Inc.
  • Michael J. FaustEvp; President, Wealth Management; Director, Bailard, Inc. (since 05/2022), Bailard, Inc.
  • Blaine C. TownsendExecutive Vice President, Director of Srii, Bailard, Inc.
  • Fuju WuSenior VP, Finance and Operations of Bailard, Inc.; Treasurer of Bailard, Inc. and Bb&k Holdings, Bailard, Inc.
  • Pavita FleischerChief Compliance Officer, Bailard, Inc.

2 more people named with Tess on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tess’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.