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 domestic limited liability company operating as a private equity fund manager and registered with the SEC in 2013. The firm serves institutional clients and provides portfolio management for pooled investment vehicles; it charges both a percentage-of-assets fee and performance-based fees. It does not position itself as an active ESG investor and is not registered as a multi-state adviser. The data also flags the entity as a related adviser and indicates multiple industry roles and affiliations across the financial services ecosystem, including relationships with broker-dealers, trust companies, insurance companies, sponsors/general partners of pooled vehicles, and other adviser and municipal advisory functions.

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

FINTRX

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

  • Benedict Rocchio

    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