Baird Principal Group Management Company, LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 326646
- Registered since
- August 2, 2023
- 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, LLC is organized as an institutional registered investment adviser that registered with the SEC in 2023. The firm serves institutional clients and provides portfolio management specifically for pooled investment vehicles. Its fee arrangements include both a percentage-of-AUM component and performance-based fees, consistent with management of private funds or similar pooled structures. The firm is a related adviser and is owned by a combination of a domestic entity and individuals. It does not describe itself as a capital allocator, is not positioned as an active ESG investor, and is not registered as a multi-state adviser. Industry affiliations listed alongside the firm indicate connections across brokerage, advisory, municipal advisory, commodities (CPO/CTA), trust, insurance, pension consulting, real estate brokerage, and roles as sponsor/GP/managing member of pooled vehicles.
Assets & Accounts
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
Gordon Pan
PresidentCRD 2085716

Paul Schultz
Managing DirectorCRD 1965163

John Neis
PrincipalCRD 3126593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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