BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 145166
- Registered since
- November 7, 2007
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles80.21%
- Investment Companies19.79%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Baird Venture Partners Management Company III, LLC is organized as an LLC and operates as an adviser to private pooled vehicles. The firm is SEC-registered (since 2007) and positions itself within the private equity / venture capital fund space, serving an institutional client base. Its advisory work centers on portfolio management for pooled investment vehicles and it charges a combination of asset-based fees and performance-linked fees. The firm is not identified as an active ESG investor and is not a multi-state or newly formed adviser; it is designated as a related adviser in its reporting. Ownership is reported as a mix of a domestic entity and an individual. The firm lists a range of industry affiliations that indicate roles beyond pure fund management: relationships with broker-dealers, other investment advisers, a registered municipal advisor, CPO/CTA, trust company, insurance company, pension consultant, real estate broker, and acting as sponsor/GP/managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
1 of 1ANGELA MARIE PALMER
Chief Compliance OfficerCRD 4915568
Contacts
3 of 5PAUL SCHULTZ
Managing DirectorCRD 1965163
JON LANGENFELD
Managing Director, Head of EquitiesCRD 4322120
GORDON PAN
PresidentCRD 2085716
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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