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 focuses on pooled investment vehicles and provides portfolio management for those funds. Its client mix is institutional, and its compensation combines a percentage-of-AUM fee with performance-based fees. The adviser is classified as a related adviser and reports a non‑ESG active posture. Regulatory and business affiliations indicate the firm operates beyond pure fund management: it is associated with broker‑dealer activity, municipal advisory, commodity pool/CTA roles, trust and insurance company functions, real estate brokerage, and it can serve as sponsor, general partner, or managing member of pooled investment vehicles.
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
Jon Langenfeld
Managing Director, Head of EquitiesCRD 4322120

Paul Schultz
Managing DirectorCRD 1965163

James Pavlik
PartnerCRD 2790592
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
Similar firms
Global Value Investment Corporation
RIAMilwaukee, WI
Baird Venture Partners Management Company IV, LLC
RIAMilwaukee, WI
Morgan Dempsey Capital Management LLC
RIAMilwaukee, WI
Transcend Advisor Group, LLC
RIAMilwaukee, WI
1492 Capital Management, LLC
RIAMilwaukee, WI
Uniplan Investment Counsel, Inc.
RIAMilwaukee, WI