Baird Venture Partners Management Company V, LLC

RIASEC RegisteredEst. 2018
Total AUM
$195M
Discretionary
$195M
100% of AUM
Avg account
$65.1M
Accounts
3
Employees
14
Advisory reps
6

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
298155
Registered since
November 23, 2018
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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
  • Benedict Rocchio

    Benedict Rocchio

    PartnerCRD 4286336

  • James Pavlik

    James Pavlik

    PartnerCRD 2790592

  • Gordon Pan

    Gordon Pan

    PresidentCRD 2085716

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth