Baird Venture Partners Management Company V, LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 298155
- Registered since
- November 23, 2018
- Website
- www.bairdcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles91.81%
- Investment Companies8.19%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Baird Venture Partners Management Company V, LLC is a private equity fund manager organized as an LLC and registered with the SEC in 2018. The firm serves institutional investors and acts as an adviser to pooled investment vehicles, performing portfolio management for those vehicles. Its fee model combines a percentage-of-assets component with performance-based fees typical for private equity structures. The firm is not positioned as a broad capital allocator or an ESG-focused investor and operates as a related adviser within a larger affiliate network of financial services. The entity’s regulatory and industry roles extend beyond fund advising: filings list affiliations or activities that include broker-dealer relationships, municipal advisory, commodity pool/CTA roles, trust and insurance company linkages, real estate broker activity, and functioning as sponsor/GP/managing member of pooled vehicles. It is not a multi-state adviser and does not provide pension consulting services per the available profile.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Angela Marie Palmer
Chief Compliance OfficerCRD 4915568
Contacts
3 of 5
Benedict Rocchio
PartnerCRD 4286336

James Pavlik
PartnerCRD 2790592

Gordon Pan
PresidentCRD 2085716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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