BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC

Overview

Baird Principal Group Management Company I, LLC is an SEC-registered limited liability company formed in 2015 that provides portfolio management for pooled investment vehicles to institutional clients. The firm operates as a related adviser within a broader sponsor structure and performs advisory and sponsor/GP roles across pooled vehicles, which suggests its primary activity is managing and administering collective investment vehicles rather than running retail advisory relationships. The firm charges a combination of percentage-of-AUM fees and performance-based fees, aligning compensation with both asset scale and investment outcomes. It is not an active ESG investor and does not operate as a multi-state adviser. Its regulatory and business affiliations extend across broker-dealer, other investment adviser, registered municipal advisor, commodity pool/CTA, trust company, insurance company, pension consultant and real estate broker roles, indicating a mix of product distribution, fiduciary and sponsor responsibilities around pooled products.

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