Baird Capital Management Company, LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 323309
- Registered since
- November 14, 2022
- Website
- www.bairdcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles93.19%
- Investment Companies6.81%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Baird Capital Management Company, LLC is an LLC that operates as a private-equity-focused adviser and portfolio manager for pooled investment vehicles. The firm is SEC-registered (2022) and serves an institutional client base. It does not position itself as a capital allocator; rather, it runs and advises private funds and related pooled structures. Compensation comes through a combination of percentage-of-AUM fees and performance-based fees. The firm reports it is not an active ESG investor and is organized as a related adviser within a broader group of affiliated entities. Regulatory and industry touchpoints extend beyond pure asset management: the firm has affiliations or registrations connected to broker-dealer activities, municipal advisory, CPO/CTA functions, trust company and insurance company roles, pension consulting, real estate brokerage, and sponsor/GP responsibilities for pooled vehicles. Its core advisory activity is portfolio management for 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
2 of 2
Gordon Pan
PresidentCRD 2085716

Paul Schultz
Managing DirectorCRD 1965163
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
Skylands Capital, LLC
RIAMilwaukee, WI
Alpha Investment Consulting Group, LLC
RIAMilwaukee, WI
Marietta Investment Partners, LLC
RIAMilwaukee, WI
Riverwater Partners LLC
RIAMilwaukee, WI
Friedlander & Co Inc
RIAMilwaukee, WI
Affiliated Financial Advisors Inc
RIAMilwaukee, WI