Baird Principal Group Management Company I, LLC

RIASEC Registered

Total AUM

$22.4M

Discretionary

$22.4M

100% of AUM

Avg account

$22.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Milwaukee, Wisconsin
CRD number: 269982
Registered since: August 21, 2015
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Baird Principal Group Management Company I, LLC is an institutional registered investment adviser that focuses on portfolio management for pooled investment vehicles. The firm is structured as a limited liability company and has been SEC-registered since 2015. Its client base is institutional, and its fee arrangements include both a percentage-of-assets model and performance-based fees. FINTRX classifies the firm as a related adviser and notes multiple industry roles across its network, including affiliations with broker-dealers, other investment advisers, registered municipal advisors, CPO/CTAs, trust companies, insurance companies, real estate brokers, and sponsors or general partners of pooled vehicles. The firm is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser.