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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

BAIRD KAILASH GROUP, LLC

CRD 168821

MILWAUKEE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:52a8a373-1bbe-ea82-8b78-6573ea7bad6b

Data as of Mar 23, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 1
On other graphs: 0
Observed: Oct 30, 2013 to Mar 23, 2016
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $34.0MItem 5.F on the latest filing (2016-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $34.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 1
Accounts: 1
SEC number: 801-78774
CRD: 168821
Filings on the tape: 8
First filed: Oct 30, 2013
Latest filed: Mar 23, 2016
Organised: Limited Liability Company, Wisconsin

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAIRD FINANCIAL CORPORATION	Member	E	yes	07/2013	Oct 30, 2013	Mar 23, 2016
BAIRD FINANCIAL GROUP, INC.	Shareholder	E	yes	10/2012	Mar 31, 2015	Mar 23, 2016
BAIRD HOLDING COMPANY	Shareholder	E	yes	05/2001	Oct 30, 2013	Mar 23, 2016
HUTTER, DUSTIN, JOHN	Treasurer	Na	yes	07/2013	Oct 30, 2013	Mar 23, 2016
MAHLER, WILLIAM, WALTER	Director	Na	yes	10/2015	Oct 13, 2015	Mar 23, 2016
READ, REIK, WATSON	DIRECTOR AND PRESIDENT	Na	yes	07/2013	Oct 30, 2013	Mar 23, 2016
WEBER, CHARLES, MICHAEL	CHIEF COMPLIANCE OFFICER & SECRETARY	Na	yes	07/2013	Oct 30, 2013	Mar 23, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ROBERT W. BAIRD & CO. INCORPORATED	n/a	Mixed wealth	$394B	N	yes	n/a
GREENHOUSE FUNDS LP	n/a	Asset manager	$2.9B	N	yes	n/a
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC	n/a	Asset manager	$252M	N	yes	n/a
BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY IV, LLC	n/a	Former SEC adviser	$25.3M	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 III, LLC	n/a	Former SEC adviser	$6.2M	N	yes	n/a
BAIRD ASIA PARTNERS MANAGEMENT COMPANY I, L.L.C.	n/a	Former SEC adviser	$3.8M	N	yes	n/a
BAIRD CAPITAL PARTNERS ASIA MANAGEMENT I LIMITED PARTNERSHIP	n/a	Former SEC adviser	$2.1M	N	yes	n/a
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY I, L.L.C.	n/a	Former SEC adviser	$2.0M	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 INSURANCE SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
BAIRD PROPERTIES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 23, 2016	$34.0M	$34.0M	4	1	n/a	n/a	n/a
2014	Mar 31, 2015	$41.6M	$41.6M	9	3	n/a	n/a	n/a
2013	Mar 28, 2014	$28.2M	$28.2M	9	4	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$34.0M	$41.6M	-18.4%	n/a	n/a	4	9	n/a	n/a

Relationships

Affiliated with (11)

→ BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY III, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ BAIRD VENTURE PARTNERS MANAGEMENT COMPANY I, L.L.C.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ BAIRD ASIA PARTNERS MANAGEMENT COMPANY I, L.L.C.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY IV, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ BAIRD CAPITAL PARTNERS ASIA MANAGEMENT I LIMITED PARTNERSHIPRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY V, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ GREENHOUSE FUNDS LLLPRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserother investment adviser, broker-dealer, pooled vehicle sponsor, LP sponsor, common control
factForm ADV

Controls (6)

← MAHLER, WILLIAM, WALTEROwnerDIRECTOR, ownership code NA, individual
Oct 13, 2015 to presentfactForm ADV
← HUTTER, DUSTIN, JOHNOwnerTREASURER, ownership code NA, individual
Oct 30, 2013 to presentfactForm ADV
← READ, REIK, WATSONOwnerDIRECTOR AND PRESIDENT, ownership code NA, individual
Oct 30, 2013 to presentfactForm ADV
← WEBER, CHARLES, MICHAELOwnerCHIEF COMPLIANCE OFFICER & SECRETARY, ownership code NA, individual
Oct 30, 2013 to presentfactForm ADV
← BAIRD FINANCIAL CORPORATIONOwnerMEMBER, ownership code E, domestic entity
Oct 30, 2013 to presentfactForm ADV
← BAIRD HOLDING COMPANYOwnerSHAREHOLDER, ownership code E, domestic entity
Oct 30, 2013 to presentfactForm ADV

Registered with (1)

← MATTHEW JUSTIN MALGARIAdvisorregistration: previous registration
Apr 8, 2014 to Apr 28, 2016factForm ADV

Dated events

Occurred
Oct 30, 2013
First Form ADV filing
Baird Kailash Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52a8a373-1bbe-ea82-8b78-6573ea7bad6b
First observed: Oct 30, 2013
Last observed: Mar 23, 2016 127 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BAIRD KAILASH GROUP, LLC

CRD 168821

MILWAUKEE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:52a8a373-1bbe-ea82-8b78-6573ea7bad6b

Data as of Mar 23, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:44 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAIRD FINANCIAL CORPORATION

Member

yes

07/2013

Oct 30, 2013

Mar 23, 2016

BAIRD FINANCIAL GROUP, INC.

Shareholder

yes

10/2012

Mar 31, 2015

Mar 23, 2016

BAIRD HOLDING COMPANY

Shareholder

yes

05/2001

Oct 30, 2013

Mar 23, 2016

HUTTER, DUSTIN, JOHN

Treasurer

yes

07/2013

Oct 30, 2013

Mar 23, 2016

MAHLER, WILLIAM, WALTER

Director

yes

10/2015

Oct 13, 2015

Mar 23, 2016

READ, REIK, WATSON

DIRECTOR AND PRESIDENT

yes

07/2013

Oct 30, 2013

Mar 23, 2016

WEBER, CHARLES, MICHAEL

CHIEF COMPLIANCE OFFICER & SECRETARY

yes

07/2013

Oct 30, 2013

Mar 23, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ROBERT W. BAIRD & CO. INCORPORATED

n/a

Mixed wealth

$394B

yes

n/a

GREENHOUSE FUNDS LP

n/a

Asset manager

$2.9B

yes

n/a

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

n/a

Asset manager

$252M

yes

n/a

BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY IV, LLC

n/a

Former SEC adviser

$25.3M

yes

n/a

BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC

n/a

Asset manager

$22.4M

yes

n/a

BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY III, LLC

n/a

Former SEC adviser

$6.2M

yes

n/a

BAIRD ASIA PARTNERS MANAGEMENT COMPANY I, L.L.C.

n/a

Former SEC adviser

$3.8M

yes

n/a

BAIRD CAPITAL PARTNERS ASIA MANAGEMENT I LIMITED PARTNERSHIP

n/a

Former SEC adviser

$2.1M

yes

n/a

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY I, L.L.C.

n/a

Former SEC adviser

$2.0M

yes

n/a

BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY V, LLC

n/a

Former SEC adviser

$1.5M

yes

n/a

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

n/a

Asset manager

$1.3M

yes

n/a

BAIRD INSURANCE SERVICES, INC.

n/a

yes

n/a

BAIRD PROPERTIES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 23, 2016

$34.0M

n/a

2014

Mar 31, 2015

$41.6M

n/a

2013

Mar 28, 2014

$28.2M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$34.0M

$41.6M

-18.4%

n/a