BAIRD CAPITAL MANAGEMENT COMPANY, LLC

RIASEC RegisteredEst. 2022
Total AUM
$738M
Discretionary
$738M
100% of AUM
Avg account
$73.8M
Accounts
10
Employees
34
Advisory reps
3

Firm details

Headquarters
MILWAUKEE, Wisconsin
CRD number
323309
Registered since
November 14, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles93.19%
  • Investment Companies6.81%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Baird Capital Management Company, LLC is structured as a limited liability company that operates as a private equity fund manager focused on pooled investment vehicles. The firm provides portfolio management for private funds and targets institutional clients. Its fee arrangements combine a percentage-of-AUM component with performance-based fees, consistent with active fund management and carried-interest-style economics. The adviser registered with the SEC in 2022, is not positioned as a broad capital allocator, and is not an active ESG investor. It is identified as a related adviser to other entities and maintains a mix of domestic entity and individual ownership. The firm’s operating footprint and registrations enable it to serve closed-end and pooled strategies while also acting in sponsor and general partner roles for the vehicles it manages. The profile and advisory activities indicate a primary emphasis on private markets rather than retail, direct brokerage or large-scale multi-state retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ANGELA MARIE PALMER

    Chief Compliance OfficerCRD 4915568

Contacts

2 of 2
  • PAUL SCHULTZ

    Managing DirectorCRD 1965163

  • GORDON PAN

    PresidentCRD 2085716

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

MILWAUKEE, WI

MILWAUKEE

Location

MILWAUKEE, WI

Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
MILWAUKEE
Address
777 E Wisconsin Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth