9AT: BARD PARTNERS LLC

Adviser Profile

As of Date	02/24/2026
Registration	SEC, Approved, 11/17/2020
Contact Info	510 xxxxxxx

AUM^*	0
of that, discretionary
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Pension consulting services

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BOFA SECURITIES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BFINANCE US LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ACHIEVE WEALTH PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser UBS FARMLAND INVESTORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser CLERKIE ADVISORY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser CHALDON ASSOCIATES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PLOOTUS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser CEDARGOLD CONSULTING INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser INDIGO FINANCIAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PECUNIA	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

A. Description of Firm Bard Partners LLC (“Partners” or “Firm”) is a California limited liability company formed in January 2020 to provide real estate consulting services. The Managing Member is Faye Beverett (“Principal”) who will manage the consulting assignments. Partners provides real estate investment consulting services to our investor clients including investment manager and vehicle due diligence, workout oversight, and asset-level due diligence. More information on our services is provided below. Partners intends to remain a boutique firm. Consulting staff may be augmented, as necessary, with sub-contractors known to the Principal who have the specialized expertise required. B. Principal Owners Faye Beverett is the single owner. C. Types of Advisory Services Offered Partners provides the following advisory services. The services are tailored according to the needs of each client. For example, Real Estate Asset Due Diligence ranges from 1) a one-month review including site visits, comparable asset visits, extensive third-party reports and transaction due diligence such as reading leases, to 2) a one-day “desk review” of manager-provided materials. Investment Manager and Vehicle Due Diligence Partners conducts diligence on real estate joint ventures, funds, and separately managed

accounts on behalf of its clients. This includes reviewing strategies, assets, managers, terms, and governance of the vehicle. Workout Oversight Partners assists clients in working out property-level or entity-level problems. Other Independent Fiduciary Services Partners provides independent fiduciary opinions on items such as asset transfer mechanisms and values, portfolio debt strategies, and related-party transactions. Real Estate Asset Due Diligence Partners conducts due diligence for various types of real estate assets, including for-rent residential and commercial real estate. Partners occasionally will provide services to investment managers, notably a review of marketing materials.
Bard Partners LLC Part 2A of Form ADV (“Brochure”) Page 5 of 10 D. Wrap-Fee Programs Partners will not offer any wrap-fee programs. E. Advisory Agreements Prior to providing investment advisory services, each client will enter into written agreement(s) with Partners, which set(s) forth the services to be provided, the fees to be charged and payment terms, and the terms and conditions under which Partners will render consulting services. F. Amount of Client Assets Managed Partners does not have, nor intends to have, client assets under direct management on either a discretionary or non-discretionary basis.

BARD PARTNERS LLC

BARD PARTNERS LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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BARD PARTNERS LLC BARD PARTNERS LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

BARD PARTNERS LLC

BARD PARTNERS LLC