Baird Principal Group Management Company I, LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 269982
- Registered since
- August 21, 2015
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Baird Principal Group Management Company I, LLC is an institutional registered investment adviser that focuses on portfolio management for pooled investment vehicles. The firm is structured as a limited liability company and has been SEC-registered since 2015. Its client base is institutional, and its fee arrangements include both a percentage-of-assets model and performance-based fees. FINTRX classifies the firm as a related adviser and notes multiple industry roles across its network, including affiliations with broker-dealers, other investment advisers, registered municipal advisors, CPO/CTAs, trust companies, insurance companies, real estate brokers, and sponsors or general partners of pooled vehicles. The firm is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser.
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
3 of 3
Steven Booth
Chairman & CEOCRD 2147388

Angela Marie Palmer
Chief Compliance OfficerCRD 4915568
Terrance Maxwell
Chief Financial Officer & Managing DirectorCRD 1463158
Contacts
3 of 3
Gordon Pan
PresidentCRD 2085716

Paul Schultz
Managing DirectorCRD 1965163

John Neis
PrincipalCRD 3126593
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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