Baird Principal Group Management Company, LLC

Overview

Baird Principal Group Management Company, LLC is a privately held limited liability company registered with the SEC in 2023 and organized as an institutional RIA that serves institutional clients. Its advisory mandate is focused on portfolio management for pooled investment vehicles, and the firm reports charging both a percentage-of-AUM fee and performance-based fees. The firm is not classified as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Corporate relationships appear complex: the entity is listed as a related adviser and is affiliated with a range of industry roles that include broker-dealer activity, municipal advisory, commodity pool/operator capabilities, trust and insurance company relationships, real estate brokerage, and sponsor/GP or managing-member responsibilities for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives