James Pinkerton is not listed as a control person, but directly owns under 5% of Bailard. James Pinkerton holds a Bachelor's degree in business with majors in finance and accounting from the University of Technology Sydney.
Bailard is an investment adviser based in Foster City, CA, registered with the SEC since 1972. It provides financial planning and investment management. Its clients include high-net-worth individuals, sovereign wealth funds and foreign official institutions, and pooled investment vehicles. Its regulatory assets under management total $7.56 billion, as filed on 17 September 2026. Its fees, ownership and offices are on the firm’s profile.
James Pinkerton is Executive Vice President and Head of Investments, Real Estate of Bailard, Inc. He leads Bailard's real estate investment activity as Head of Investments and serves as a co-leader of the firm's real estate platform. He joined Bailard's real estate team in 2017; before that he was a Senior Director at Tishman Speyer in New York and San Francisco, and began his investment career with State Street Australia Limited in Sydney.
- CRD
- 8205786
- Firm
- Bailard · CRD 110550
- Role
- EVP Head of Investments - Real Estate, Co-CEO of Bailard Real Estate Investment Truts, Inc.
- In role since
- January 2026 · under a year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Foster City, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bailard.com
Where does James Pinkerton work?
James Pinkerton has been EVP Head of Investments - Real Estate, Co-CEO of Bailard Real Estate Investment Truts, Inc. of Bailard, Inc. since January 2026.
How can I verify James Pinkerton’s record?
James Pinkerton’s role is listed on Bailard, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110550.
Sonya MughalChief Executive Officer; Director of Bailard, Inc, BB&K Holdings, and Bailard General Partners I, Inc.
Michael FaustEVP; President, Wealth Management; Director, Bailard, Inc. (Since 05/2022)
Blaine TownsendExecutive Vice President, Director of Srii
Pavita FleischerChief Compliance Officer
Tess GruensteinEVP Head of Portfolio Management - Real Estate, Co-CEO of Bailard Real Estate Investment Truts, Inc.
David SmithChief Investment Officer- Fuju WuSenior VP, Finance and Operations of Bailard, Inc.; Treasurer of Bailard, Inc. and BB&K Holdings