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 an LLC that operates as a private equity fund adviser and is SEC-registered (since 2007). The firm works with institutional clients and provides portfolio management for pooled investment vehicles. Ownership is recorded as a mix of a domestic entity and an individual, and the adviser is related to other entities. Compensation typically combines a percentage-of-assets fee with performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser. The firm’s regulatory and business relationships indicate a broad set of activities: it has affiliations or roles that include broker-dealer activity, other investment adviser functions, registered municipal advisor work, CPO/CTA roles, trust company and insurance company relationships, pension consulting, real estate brokerage, and acting as sponsor, general partner, or managing member of pooled investment 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
1 of 1
Angela Marie Palmer
Chief Compliance OfficerCRD 4915568
Contacts
3 of 5
Benedict Rocchio
PartnerCRD 4286336

James Pavlik
PartnerCRD 2790592

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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