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 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

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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
  • Benedict Rocchio

    Benedict Rocchio

    PartnerCRD 4286336

  • James Pavlik

    James Pavlik

    PartnerCRD 2790592

  • Gordon Pan

    Gordon Pan

    PresidentCRD 2085716

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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