BAIRD VENTURE PARTNERS MANAGEMENT COMPANY I, L.L.C.
Adviser information for BAIRD VENTURE PARTNERS MANAGEMENT COMPANY I, L.L.C. last updated from Form ADV on October 19th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 10 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 6 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1 | $2.0M |
Non-Discretionary | 0 | $0 |
Total | 1 | $2.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $2.0M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
---|---|
Compensation | % of AUMPerformance-based fees |
Identifiers
SEC RIA File Number | 801-57737 |
---|---|
SEC ERA File Number | 801-57737 |
SEC CIK Numbers | None |
SEC CRD Numbers | 109609 |
Legal Entity Identifier | None |
Principal Office
777 EAST WISCONSIN AVEMILWAUKEE
WI
United States
Monday - Friday, 8:00 AM TO 5:00 PM CENTRAL
Tel: 414-765-3500, Fax: 414-298-7800
Chief Compliance Officer
ANGELA PALMER
777 E. WISCONSIN AVENUE
MILWAUKEE
WI
United States
Tel:
800-792-2473
Fax:
414-298-7800
A******@**********M
(Full email address available in API data)
Regulatory Contact
PAUL SCHULTZ
GENERAL COUNSEL AND MANAGING DIRECTOR
777 E. WISCONSIN AVENUE
MILWAUKEE
WI
United States
Tel:
414-298-2655
Fax:
414-298-7800
P*******@**********M
(Full email address available in API data)
Industry Affiliates
BAIRD CAPITAL (SINGAPORE) PTE. LTD. | Other investment adviser, including financial planners |
BAIRD CAPITAL GLOBAL FUND MANAGEMENT I LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
BAIRD CAPITAL GLOBAL FUND MANAGEMENT II LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
BAIRD CAPITAL MANAGEMENT COMPANY, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY V, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
BAIRD INSURANCE SERVICES, INC. | Insurance company or agency |
BAIRD INVESTMENT ADVISORS CO. LTD. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
BAIRD PROPERTIES, LLC | Real estate broker or dealer |
BAIRD TRUST COMPANY | Trust company |
BAIRD VENTURE PARTNERS GP VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
ROBERT W. BAIRD & CO. INCORPORATED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersRegistered municipal advisorCommodity pool operator or commodity trading advisorPension consultantSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
BAIRD VENTURE PARTNERS I (B) LIMITED PARTNERSHIP | Private Equity Fund | $2.0M | $0.5M | 30 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ROBERT W. BAIRD & CO. INCORPORATED | Domestic Entity | – | MEMBER | 05/2000 | > 75% |
BAIRD EXECUTIVE OFFICERS PARTNERSHIP II, LLC | Domestic Entity | – | MEMBER | 05/2000 | 5-10% |
BAIRD FINANCIAL CORPORATION | Domestic Entity | ROBERT W. BAIRD & CO. INCORPORATED | SHAREHOLDER | 12/1982 | > 75% |
PAVLIK, JAMES, EDWARD | Individual | – | MEMBER, PRINCIPAL, INVESTMENT COMMITTEE MEMBER | 01/2011 | < 5% |
ROCCHIO, BENEDICT, PATRICK | Individual | – | MEMBER, PRINCIPAL, INVESTMENT COMMITTEE MEMBER | 01/2011 | < 5% |
PAN, GORDON, GEORGE | Individual | – | MEMBER, MANAGER, DIRECTOR, INVESTMENT COMMITTEE MEMBER | 02/2012 | 5-10% |
PALMER, ANGELA, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2014 | < 5% |
BAIRD FINANCIAL GROUP, INC. | Domestic Entity | BAIRD FINANCIAL CORPORATION | SHAREHOLDER | 12/2020 | > 75% |
SCHULTZ, PAUL, LEE | Individual | – | CHIEF LEGAL OFFICER | 03/2013 | < 5% |
BOOTH, STEVEN, GREGORY | Individual | – | INVESTMENT COMMITTEE MEMBER | 01/2014 | < 5% |