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CRD 168956
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 IV LIMITED PARTNERSHIP | Private Equity Fund | $186M | Mar 27, 2024 | 105 | Sep 18, 2013 | reported | 021-211538 |
| BVP IV SPECIAL AFFILIATES FUND LIMITED PARTNERSHIP | Private Equity Fund | $29.3M | Mar 27, 2024 | 30 | Sep 18, 2013 | reported | 021-211540 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BAIRD FINANCIAL CORPORATION | Shareholder | E | yes | 12/1982 | Sep 18, 2013 | Mar 27, 2024 |
| BAIRD FINANCIAL GROUP, INC. | Shareholder | E | yes | 12/2020 | Sep 18, 2013 | Mar 27, 2024 |
| PALMER, ANGELA, MARIE | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2014 | Mar 25, 2014 | Mar 27, 2024 |
| PAN, GORDON, GEORGE | MANAGER, INVESTMENT COMMITTEE MEMBER | Na | yes | 07/2013 | Sep 18, 2013 | Mar 27, 2024 |
| ROBERT W. BAIRD & CO. INCORPORATED | Member | E | yes | 07/2013 | Sep 18, 2013 | Mar 27, 2024 |
| LANGENFELD, JON, A | INVESTMENT COMMITTEE MEMBER | Na | no | 07/2013 | Mar 18, 2016 | Mar 27, 2024 |
| PAVLIK, JAMES, EDWARD | PRINCIPAL, INVESTMENT COMMITTEE MEMBER | Na | no | 07/2013 | Sep 18, 2013 | Mar 27, 2024 |
| ROCCHIO, BENEDICT, PATRICK | PRINCIPAL, INVESTMENT COMMITTEE MEMBER | Na | no | 07/2013 | Sep 18, 2013 | Mar 27, 2024 |
| SCHULTZ, PAUL, LEE | CHIEF LEGAL OFFICER | Na | no | 07/2013 | Sep 18, 2013 | Mar 27, 2024 |
| 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 | N | yes | n/a |
| BAIRD CAPITAL GLOBAL FUND MANAGEMENT I LP | n/a | Former SEC adviser | $322M | 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, LLC | n/a | Asset manager | $83.7M | 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $252M | $252M | 14 | 2 | 1 | 2 | n/a |
| 2024 | Mar 31, 2025 | $255M | $255M | 16 | 3 | 1 | 2 | n/a |
| 2023 | Mar 27, 2024 | $237M | $237M | 10 | 3 | 1 | 2 | $215M |
| 2022 | Mar 31, 2023 | $248M | $248M | 10 | 3 | 1 | 2 | $225M |
| 2021 | Mar 29, 2022 | $276M | $276M | 9 | 5 | 1 | 2 | $250M |
| 2020 | Mar 31, 2021 | $168M | $168M | 8 | 5 | 1 | 2 | $152M |
| 2019 | Mar 23, 2020 | $198M | $198M | 11 | 6 | 1 | 2 | $180M |
| 2018 | Mar 25, 2019 | $227M | $227M | 11 | 5 | 1 | 2 | $206M |
| 2017 | Mar 21, 2018 | $212M | $212M | 8 | 4 | 1 | 2 | $192M |
| 2016 | Mar 13, 2017 | $191M | $191M | 10 | 4 | n/a | 2 | $173M |
| 2015 | Mar 18, 2016 | $204M | $204M | 10 | 4 | n/a | 2 | $185M |
| 2014 | Mar 26, 2015 | $184M | $184M | 10 | 4 | n/a | 2 | $167M |
| 2013 | Mar 25, 2014 | $111M | $111M | 10 | 4 | n/a | 2 | $96.8M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $252M | $255M | -1.3% | $248M | 0.6% | 14 | 16 | 1 | 1 |