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 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

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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

    Chief Compliance OfficerCRD 4915568

Contacts

3 of 5
  • PAUL SCHULTZ

    Managing DirectorCRD 1965163

  • JON LANGENFELD

    Managing Director, Head of EquitiesCRD 4322120

  • 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