BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 292786
- Registered since
- May 14, 2018
- Website
- www.rwbaird.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Baird Principal Group Management Company II, LLC is an SEC-registered limited liability company (registered in 2018) that provides portfolio management services for pooled investment vehicles and serves institutional clients. The firm operates as a related adviser within a broader group of affiliated entities and charges both a percentage-of-AUM fee and performance-based fees. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Ownership is listed as domestic entities and individuals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3STEVEN BOOTH
Chairman & CEOCRD 2147388
ANGELA MARIE PALMER
Chief Compliance OfficerCRD 4915568
TERRANCE MAXWELL
Chief Financial Officer & Managing DirectorCRD 1463158
Contacts
3 of 3PAUL SCHULTZ
Managing DirectorCRD 1965163
JOHN NEIS
PrincipalCRD 3126593
GORDON PAN
PresidentCRD 2085716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 823Active vs passive
$21.9B in ETFs
88%
$19.2B
10%
$2.7B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $1.4B | 21,484,114 | 6.27% |
Location
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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