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 a limited liability company registered with the SEC in 2022 and classified as a private equity fund adviser. The firm focuses on managing pooled investment vehicles for institutional clients, operating under a fee model that combines a percentage-of-assets management fee with performance-based fees. FINTRX identifies the firm as a related adviser with a range of industry affiliations—its activities include acting as sponsor, general partner or managing member of pooled vehicles and it has connections to broker-dealers, trust and insurance companies, registered municipal advisory services, and commodity pool/trading activities. The firm is not flagged as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Angela Marie Palmer

    Angela Marie Palmer

    Chief Compliance OfficerCRD 4915568

Contacts

2 of 2
  • Paul Schultz

    Paul Schultz

    Managing DirectorCRD 1965163

  • Gordon Pan

    Gordon Pan

    PresidentCRD 2085716

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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