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 organized as an LLC and has been SEC-registered since 2018. The firm serves institutional clients and operates as an advisory manager for pooled investment vehicles, acting in sponsor/GP and managing-member capacities for those vehicles. Its typical fee arrangement combines a percentage-of-AUM charge with performance-based fees, consistent with fund-management economics. The adviser is identified as a related adviser to other entities and is not designated as an active ESG investor or a multi-state adviser.
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 3
Steven Booth
Chairman & CEOCRD 2147388
Angela Marie Palmer
Chief Compliance OfficerCRD 4915568
Terrance Maxwell
Chief Financial Officer & Managing DirectorCRD 1463158
Contacts
3 of 3
Paul 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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