# Bardi Co. LLC

> Bardi Co. LLC is a state-registered investment advisory firm in Los Angeles, CA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 166134
- Filed as: BARDI CO. LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166134
- AdvisorCensus page: https://advisorcensus.com/firm/bardi-co-llc-los-angeles-ca-166134

## Quick answers

**How is Bardi Co. LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bardi Co. LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bardi Co. LLC located?**
Bardi Co. LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Bardi Co. LLC registered with the SEC or a state?**
Bardi Co. LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 166134.

**How much does Bardi Co. LLC manage?**
Bardi Co. LLC reports $275,000 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**What types of clients does Bardi Co. LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Bardi Co. LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166134

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $275,000
- Discretionary: $275,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $275,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 10 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bardico.com
- LinkedIn @19075777
- LinkedIn @bardi-co
- X @BardiCo

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bardi Co. LLC (CRD 166134): Form ADV filing data as of October 2026.