Baird Venture Partners Management Company III, LLC

RIASEC RegisteredEst. 2007
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$441K
Accounts
3
Employees
14
Advisory reps
6

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

FINTRX

Overview

Baird Venture Partners Management Company III, LLC is a limited liability company that operates as an adviser and manager of pooled private investment vehicles. Registered with the SEC in 2007, the firm is classified around private equity activity and serves institutional clients. Its advisory remit centers on portfolio management for pooled funds and it is organized to charge both a percentage-of-assets management fee and performance-based fees. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser; it is identified as a related adviser within a broader corporate or affiliate structure. The firm's regulatory and industry footprint indicates roles beyond pure fund management: its affiliations include functions such as sponsor, general partner, or managing member of pooled vehicles and connections to broker-dealer, trust, insurance, and other service-provider roles. That mix suggests the business sits inside a network of related entities that support private fund formation and administration as well as market-facing activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Angela Marie Palmer

    Angela Marie Palmer

    Chief Compliance OfficerCRD 4915568

Contacts

3 of 5
  • Paul Schultz

    Paul Schultz

    Managing DirectorCRD 1965163

  • Jon Langenfeld

    Jon Langenfeld

    Managing Director, Head of EquitiesCRD 4322120

  • Gordon Pan

    Gordon Pan

    PresidentCRD 2085716

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth