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 an LLC that operates as a private-equity-focused adviser and portfolio manager for pooled investment vehicles. The firm is SEC-registered (2022) and serves an institutional client base. It does not position itself as a capital allocator; rather, it runs and advises private funds and related pooled structures. Compensation comes through a combination of percentage-of-AUM fees and performance-based fees. The firm reports it is not an active ESG investor and is organized as a related adviser within a broader group of affiliated entities. Regulatory and industry touchpoints extend beyond pure asset management: the firm has affiliations or registrations connected to broker-dealer activities, municipal advisory, CPO/CTA functions, trust company and insurance company roles, pension consulting, real estate brokerage, and sponsor/GP responsibilities for pooled vehicles. Its core advisory activity is portfolio management for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

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
  • Gordon Pan

    Gordon Pan

    PresidentCRD 2085716

  • Paul Schultz

    Paul Schultz

    Managing DirectorCRD 1965163

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