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 limited liability company that operates as an adviser to pooled investment vehicles, with a clear focus on private equity and venture capital strategies. The adviser is SEC-registered and lists institutional clients as its primary base. Its advisory activity centers on portfolio management for pooled funds rather than on retail wealth management or discretionary retail account services. The firm charges a combination of asset-based fees and performance-linked fees, consistent with private fund sponsor economics. The firm does not position itself as an active ESG investor, and it is listed as a related adviser to other entities. Its regulatory and industry affiliations indicate it can operate in multiple sponsor and product roles—serving as a general partner, managing member or sponsor of pooled vehicles, and maintaining relationships across broker-dealer, trust company, insurance company, municipal advisory and commodity/CTA channels. That mix of roles suggests the firm is structured to originate, manage and administer private fund vehicles and associated sponsor responsibilities.

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
  • JON LANGENFELD

    Managing Director, Head of EquitiesCRD 4322120

  • PAUL SCHULTZ

    Managing DirectorCRD 1965163

  • JAMES PAVLIK

    PartnerCRD 2790592

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