WHO WE ARE
History.
Founded in 2012, Bardi Co. restores the European banking tradition inherited from La Compagnia dei Bardi, one of the first and most renowned merchant banks of the Renaissance. During the 15th century, the Bardi family also played an important role in financing some of the early voyages of discovery to America including those by Christopher Columbus.
Today, Bardi Co. pays homage to its heritage by striving to offer best in class corporate financial advisory services to its global client base. While maintaining the firm's hallmarks of intellectual capital, innovation, and good judgment, Bardi Co. continuously adapts to the challenges of the 21st century.
1290s
LA COMPAGNIA DEI BARDI
The Bardi family establishes branches in England and across Europe. The family has 13 different branches located in Barcelona, Seville and Majorca, in Paris, Avignon, Nice and Marseilles, in London, Bruges, Constantinople, Rhodes, Cyprus and Jerusalem.
1320s
BANKING GLORY
La Compagnia dei Bardi facilitates trade by providing merchants with bills of exchange, known today as checks.
By the 1320s, La Compagnia dei Bardi becomes the main European banking firm. Some of Europe's most powerful rulers are indebted to the Bardi family.
1415
MEDICI & BARDI
The marriage of Contessina de' Bardi to Cosimo de' Medici around 1415 is a key factor in establishing the House of Medici in power in Florence. Cosimo rewards the Bardi family for their support, restoring their political rights upon his ascent in 1434.
1492-1496
VOYAGE TO AMERICA
During the late 15th century the Bardi family continues to operate in various European centers, playing a notable role in financing some of the early voyages of discovery to America including those by Christopher Columbus and John Cabot.
2012
BARDI COMPANY
More than 500 years later, in 2012, Bardi Company LLC ("Bardi Co.") is founded. Bardi Co. restores the European corporate finance tradition by providing services that are distinguished for quality, sophistication and insight.
2014
BROKER DEALER
In January 2014, Bardi Co. is approved to become an SEC-registered broker dealer, FINRA member and SIPC member.
2019
BARDI X
La Bardi Co. announces the launch of Bardi X, a platform meant to transform enterprise valuation. Using a proprietary algorithm, Bardi Co. is able to track privately held companies performance on a monthly basis, as if they were public.
Bardi X is set to deliver a powerful tool to both entrepreneurs and private equity funds, to help them understand how their companies’ value evolves based on market dynamics as well as industry and company specific developments.
2020
INVESTMENT ADVISER
Bardi Co. is approved to become an Exempt Reporting Adviser ("ERA"). Bardi Co. acts as the investment manager for its sister company, Bardi Quant LP, a private fund dedicated to quantitative investment strategies.
2021
BARDI CORPORATION
Bardi Corporation is formed to become the holding company for Bardi Co. LLC.
2022
REGISTERED INVESTMENT ADVISOR
Bardi Co. is approved as a Registered Investment Advisor ("RIA") by the State of California. Bardi Co. can provide asset management services to a wide range of clients.