DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Firms / Baird Capital Partners Management Company IV, LLC
Baird Capital Partners Management Company IV, LLC
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 2 of 2 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 5, 2012 to Mar 21, 2018
- RAUM
- $25.3Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $20.9Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $20.9Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2018-03-21, latest gav Private Equity Fund $20.9M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- 10
- Headquarters
- Milwaukee, WI
- Office address
- 777 E. WISCONSIN AVENUE, Milwaukee, WI, 53202
- Business phone
- 414-765-3500
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Baird Capital Partners IV Limited Partnership ADV: Private Equity Fund | Buyout fund | unknown | $17.3M as of Mar 21, 2018 | no Form D | Harvest | |
| BCP IV Special Affiliates Limited Partnership ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.6M as of Mar 21, 2018 | no Form D | Harvest |
Team
8 current, 6 former
Partner (3)
- Paul Edward Purcell · Member, Investment Committee Member · since Aug 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Robert Douglas Ospalik · Member, Investment Committee Member · since Feb 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Steven Gregory Booth · Member, Investment Committee Member · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (3)
- Charles Andrew Brickman · Member, Inv. Committee Member, Principal · since Aug 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Gordon George Pan · Member, Inv. Committee Member, Principal · since Aug 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Michael E Bernstein · Member, Investment Committee Member, Principal · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- Angela Marie Palmer · Chief Compliance Officer · since Mar 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Paul Lee Schultz · Secretary And Chief Legal Officer · since Aug 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
6 former (kept with end dates)
- Peter Kwok Keung Chung · Member, Investment Committee Member · Aug 1, 2004 to Mar 25, 2014 Inference
- Robert E Dods · Member, Investment Committee Member · Aug 1, 2004 to Mar 26, 2015 Inference
- Robert John Venable · Investment Committee Member · Aug 1, 2004 to Mar 18, 2013 Inference
- Todd Steven Nichol · Chief Compliance Officer · Aug 1, 2004 to Mar 25, 2014 Inference
- David Paul Pelisek · Member, Inv. Committee Member, Principal · Aug 1, 2004 to Mar 13, 2017 Inference
- Randall Arthur Mehl · Member, Inv. Committee Member, Principal · Aug 1, 2004 to Mar 13, 2017 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
- Sep 1, 2026Adviser CRD 136678 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Apr 5, 2012Baird Capital Partners Management Company IV, LLC first filed Form ADV in the extract (IA)
Across the graphs
Baird Capital Partners Management Company IV, LLC is the same institution as 1 record in RIA and Wealth.
RIA and Wealth1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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