Baird Principal Group Management Company II, LLC

Overview

Baird Principal Group Management Company II, LLC is an SEC-registered institutional RIA formed in 2018 that provides portfolio management for pooled investment vehicles. The firm’s client base is institutional and it operates with a fee model that includes both a percentage-of-assets charge and performance-based fees. It is organized as a limited liability company, is a related adviser within its corporate group, and is not positioned as a capital allocator. The firm does not identify as an active ESG investor and does not describe itself as a multi-state or newly formed adviser. The firm’s regulatory and industry roles extend beyond advisory work: FINTRX notes affiliations that include broker‑dealer activity, registration as a municipal advisor, involvement as a commodity pool operator/CTA, trust company and insurance company relationships, pension consulting, real estate brokerage, and roles as sponsor, general partner or managing member of pooled investment vehicles. Those operational ties suggest the firm both advises and structures pooled products rather than acting solely as a discretionary manager for retail accounts.

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