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CRD 109609
MILWAUKEE, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BAIRD VENTURE PARTNERS I (B) LIMITED PARTNERSHIP | Private Equity Fund | $2.0M | Oct 19, 2023 | 30 | Mar 30, 2012 | reported | 021-52317 |
| BAIRD VENTURE PARTNERS I LIMITED PARTNERSHIP | Private Equity Fund | $1.1M | Mar 13, 2017 | 35 | Mar 30, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BAIRD FINANCIAL CORPORATION | Shareholder | E | yes | 12/1982 | Mar 30, 2012 | Oct 19, 2023 |
| BAIRD FINANCIAL GROUP, INC. | Shareholder | E | yes | 12/2020 | Mar 15, 2013 | Oct 19, 2023 |
| PALMER, ANGELA, MARIE | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2014 | Mar 25, 2014 | Oct 19, 2023 |
| PAN, GORDON, GEORGE | MEMBER, MANAGER, DIRECTOR, INVESTMENT COMMITTEE MEMBER | A | yes | 02/2012 | Mar 30, 2012 | Oct 19, 2023 |
| ROBERT W. BAIRD & CO. INCORPORATED | Member | E | yes | 05/2000 | Mar 30, 2012 | Oct 19, 2023 |
| BAIRD EXECUTIVE OFFICERS PARTNERSHIP II, LLC | Member | A | no | 05/2000 | Mar 30, 2012 | Oct 19, 2023 |
| BOOTH, STEVEN, GREGORY | INVESTMENT COMMITTEE MEMBER | Na | no | 01/2014 | Mar 25, 2014 | Oct 19, 2023 |
| PAVLIK, JAMES, EDWARD | MEMBER, PRINCIPAL, INVESTMENT COMMITTEE MEMBER | Na | no | 01/2011 | Mar 30, 2012 | Oct 19, 2023 |
| ROCCHIO, BENEDICT, PATRICK | MEMBER, PRINCIPAL, INVESTMENT COMMITTEE MEMBER | Na | no | 01/2011 | Mar 30, 2012 | Oct 19, 2023 |
| SCHULTZ, PAUL, LEE | CHIEF LEGAL OFFICER | Na | no | 03/2013 | Mar 15, 2013 | Oct 19, 2023 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | n/a | Mixed wealth | $394B | Y | no | Wi |
| BAIRD CAPITAL MANAGEMENT COMPANY, LLC | n/a | Asset manager | $738M | N | yes | n/a |
| BAIRD CAPITAL GLOBAL FUND MANAGEMENT II LLC | n/a | Former SEC adviser | $357M | Y | no | n/a |
| BAIRD CAPITAL GLOBAL FUND MANAGEMENT I LP | n/a | Former SEC adviser | $322M | N | yes | n/a |
| BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC | n/a | Asset manager | $252M | N | yes | n/a |
| BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC | n/a | Asset manager | $195M | N | yes | n/a |
| BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC | n/a | Asset manager | $81.7M | N | yes | n/a |
| BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC | n/a | Asset manager | $22.4M | N | yes | n/a |
| BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY V, LLC | n/a | Former SEC adviser | $1.5M | N | yes | n/a |
| BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC | n/a | Asset manager | $1.3M | N | yes | n/a |
| BAIRD CAPITAL (SINGAPORE) PTE. LTD. | n/a | n/a | n/a | N | yes | n/a |
| BAIRD INSURANCE SERVICES, INC. | n/a | n/a | n/a | N | yes | n/a |
| BAIRD INVESTMENT ADVISORS CO. LTD. | n/a | n/a | n/a | N | yes | n/a |
| BAIRD PROPERTIES, LLC | n/a | n/a | n/a | N | yes | n/a |
| BAIRD TRUST COMPANY | n/a | n/a | n/a | N | yes | n/a |
| BAIRD VENTURE PARTNERS GP VI, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Chicago | IL | United States | 3 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Mar 31, 2023 | $2.0M | $2.0M | 10 | 3 | 1 | 1 | $2.0M |
| 2021 | Mar 29, 2022 | $7.7M | $7.7M | 9 | 5 | 1 | 1 | $7.7M |
| 2020 | Mar 31, 2021 | $8.9M | $8.9M | 8 | 5 | 1 | 1 | $8.9M |
| 2019 | Mar 23, 2020 | $11.1M | $11.1M | 11 | 6 | 1 | 1 | $11.1M |
| 2018 | Mar 25, 2019 | $11.5M | $11.5M | 11 | 5 | 1 | 1 | $11.5M |
| 2017 | Mar 21, 2018 | $11.5M | $11.5M | 8 | 4 | 1 | 1 | $11.5M |
| 2016 | Mar 13, 2017 | $12.8M | $12.8M | 10 | 4 | n/a | 2 | $12.1M |
| 2015 | Mar 18, 2016 | $23.0M | $23.0M | 10 | 4 | n/a | 2 | $22.2M |
| 2014 | Mar 26, 2015 | $25.2M | $25.2M | 10 | 4 | n/a | 2 | $23.6M |
| 2013 | Mar 25, 2014 | $60.7M | $60.7M | 10 | 4 | n/a | 2 | $54.9M |
| 2012 | Mar 15, 2013 | $39.8M | $39.8M | 10 | 4 | n/a | 2 | $36.8M |
| 2011 | Mar 30, 2012 | $52.3M | $52.3M | n/a | n/a | n/a | 2 | $48.1M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $2.0M | $7.7M | -74.6% | $11.1M | -43.9% | 10 | 9 | 1 | 1 |