Baird Principal Group Management Company I, LLC

Overview

Baird Principal Group Management Company I, LLC is a limited liability company registered with the SEC in 2015 and registered as an institutional registered investment adviser. It provides portfolio management specifically for pooled investment vehicles and serves an institutional client base. Its compensation combines a percentage-of-assets-under-management fee with performance-based fees, which aligns with running closed-end or pooled fund structures. The adviser is marked as a related adviser and is owned by a domestic entity and individual. It is not designated as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser. The firm has a broad set of industry roles and affiliations: broker-dealer, other investment adviser, registered municipal advisor, CPO/CTA, trust company, insurance company, pension consultant, real estate broker, and sponsor/GP/managing member of pooled investment vehicles. Those affiliations indicate the firm both uses third-party distribution and advisory channels and can act as sponsor or general partner for private pooled vehicles it manages.

Assets & Accounts

Investments & Alternatives