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 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
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 1ANGELA MARIE PALMER
Chief Compliance OfficerCRD 4915568
Contacts
3 of 5JON 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
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