Baird Principal Group Management Company II, LLC

Overview

Baird Principal Group Management Company II, LLC is an institutional registered investment adviser formed in 2018 and organized as a limited liability company. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles, and its client base is institutional. It charges both a percentage-of-assets-under-management fee and performance-based fees, consistent with managing private funds or pooled structures. The firm is not positioned as a capital allocator and does not identify as an active ESG investor, a multi-state adviser, or a pension consultant. Regulatory and business affiliations reported for the organization include roles across dealer/adviser/trust/insurance channels and functions such as broker-dealer, registered municipal advisor, CPO/CTA, trust company, insurance company, and real estate broker; it also acts as sponsor, general partner, or managing member of pooled investment vehicles. The record indicates a related-adviser relationship within a broader organizational group.

Assets & Accounts

Public Holdings

Investments & Alternatives