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PH

Peter M. Hill

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CRD#: 2277773
PH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Molyneux Hill was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1993. Peter had worked at 2 firms and has passed the Series 63, SIE, Series 62 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
HE ALSO HOLDS POSITIONS WITH THE FOLLOWING INVESTMENT RELATED BAILARD AFFILIATES: DIRECTOR AND CEO OF BAILARD GENERAL PARTNERS I, INC. AND BAILARD GENERAL PARTNERS I, INC. AS GENERAL PARTNER OF BAILARD EMERGING LIFE SCIENCES I GP, L.P; DIRECTOR OF BAILARD REAL ESTATE INVESTMENT TRUST, INC. ; CHAIRMAN AND DIRECTOR OF BB&K HOLDINGS, INC (BAILARD, INC.'S PARENT HOLDING COMPANY).

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 8, 1997 - April 28, 2023

BAILARD, INC.

RIA
CRD#: 110550
FOSTER CITY, CA
Past

July 20, 1993 - June 26, 2018

BAILARD FUND SERVICES, INC.

BD
CRD#: 21206
FOSTER CITY, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BAILARD, INC.
BAILARD ASSET MANAGEMENT | SEE SCHEDULE D SECT. 1B FOR OTHER NAMES | BAILARD, INC. | BAILARD, BIEHL & KAISER, INC. | BAILARD WEALTH MANAGEMENT | BAILARD BIEHL & KAISER INC

CRD#: 110550 / SEC#: 801-8562

RIA
Registered Investment Advisory firm - (3/3/1972 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/26/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 5/30/1995
Corporate Securities Limited Representative Examination
General Industry/Product Exam

Current Firm


BI
BAILARD, INC.
BAILARD ASSET MANAGEMENT | SEE SCHEDULE D SECT. 1B FOR OTHER NAMES | BAILARD, INC. | BAILARD, BIEHL & KAISER, INC. | BAILARD WEALTH MANAGEMENT | BAILARD BIEHL & KAISER INC

CRD#: 110550 / SEC#: 801-8562

RIA
Registered Investment Advisory firm - (3/3/1972 Approved)
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Contact information


Main Address
950 Tower Ln Ste 1900, Foster City, CA 94404-2131
Mailing Address
Phone number
(650) 571-5800
Established
Firm type
Fiscal year end
# of Employees
80

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BAILARD ADV 2A (BROCHURE) (5/30/2025)

Regulatory assets under management


Total Number of Accounts2,573
AUM (Assets Under Management)$ 6,538,323,255

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BAILARD, INC.

CRD#: 110550

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Contact information


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