BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

RIASEC RegisteredEst. 2013
Total AUM
$252M
Discretionary
$252M
100% of AUM
Avg account
$84M
Accounts
3
Employees
14
Advisory reps
6

Firm details

Headquarters
MILWAUKEE, Wisconsin
CRD number
168956
Registered since
October 8, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles90.64%
  • Investment Companies9.36%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Baird Venture Partners Management Company IV, LLC is a private equity fund manager that provides portfolio management for pooled investment vehicles and serves an institutional client base. The firm is registered with the SEC (since 2013) and operates as a limited liability company with a related-adviser structure. Its business activities extend beyond fund management: the firm is affiliated with broker-dealer, registered municipal advisor, commodity pool operator/commodity trading advisor, trust company, insurance company, pension consultant, real estate broker and sponsor/GP roles, indicating it can act as both fund sponsor and managing member of pooled vehicles. Investment activity centers on private equity and venture capital exposures implemented through closed pooled vehicles. The firm charges a mix of percentage-of-AUM and performance-based fees, consistent with a traditional private fund economics model. It does not identify as an active ESG investor.

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

  • BENEDICT ROCCHIO

    PartnerCRD 4286336

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