RIA · CRD 110113SEC-Registered

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Bailey & Company

Bailey & Company is an SEC-registered investment adviser in Columbia, SC. The firm manages $32 million in regulatory assets under management on a discretionary...

Bailey & Company

Bailey & Company is an SEC-registered investment adviser in Columbia, SC. The firm manages $32 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

2014

Location

Region

North America

Country

United States

City

Columbia

Corporate office

Nashville, TN, United States

Additional offices

Woodstock, GA · Palo Alto, CA · New York, NY · Brentwood, TN

Principals

Alex Bailey

Managing Partner

John Bailey

Managing Partner

Sector focus

Healthcare ServicesDigital HealthEnterprise SoftwareFinTech

Frequently asked questions

What sectors does Bailey & Company invest in?

The firm concentrates on healthcare IT, digital health, and enterprise software — sectors where its principals have direct operating experience. HealthStream and Healthways, both co-founded by the Baileys, serve as the experiential anchor for diligence in these verticals. FinTech investments appear in the portfolio as adjacency bets where healthcare and payments overlap.

Does Bailey & Company participate in fund commitments or only direct deals?

The firm's disclosed activity points to direct investments and co-investments alongside venture firms rather than broad fund-of-funds commitments. Its Palo Alto office facilitates co-investment sourcing with West Coast VCs, but Bailey & Company writes checks directly into companies, not into other managers' blind-pool vehicles.

Where does the Bailey family's wealth come from?

The underlying wealth originates from healthcare services and technology entrepreneurship. John and Alex Bailey co-founded Healthways, a population-health management company that reached over $700 million in revenue, and HealthStream, a publicly traded healthcare workforce platform. The 2016 sale of Healthways to Sharecare crystallized a significant liquidity event.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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