AUMdb

Bardi Co. Llc

State-registered Broker-Dealer (Dually Registered) · Boutique (under $100M) CRD 166134 · SEC file 802-114617 · Los Angeles, CA · www.bardico.com
☆ Save with Pro ADV data as of Apr 30, 2026
Regulatory AUM
$275K
Discretionary
$275K
Clients
1
Avg AUM / client
$275K
Accounts
1
Employees
10

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals Fewer than 5 clients $0
Pooled investment vehicles (non-investment companies) 1 $275K 100.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Nov 2020 · $500K combined gross assets

FundTypeDomicileGross assetsOwners
Bardi Quant Lp Hedge Fund California $500K 1

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Mikhail Isaev Registered representative Nov 2024 (2y)
Christiano Luigi Manfre Registered representative Jan 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $500K gross assets)

FundTypeGross assetsMin. investmentOwners
Bardi Quant Lp Hedge Fund $500K $100K 1

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/30/2026 1.24 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Performance-based fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.

View current Form ADV (SEC/IAPD) ↗