Baird Venture Partners Management Company IV, LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 168956
- Registered since
- October 8, 2013
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles90.64%
- Investment Companies9.36%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Baird Venture Partners Management Company IV, LLC is a domestic limited liability company operating as a private equity fund manager and registered with the SEC in 2013. The firm serves institutional clients and provides portfolio management for pooled investment vehicles; it charges both a percentage-of-assets fee and performance-based fees. It does not position itself as an active ESG investor and is not registered as a multi-state adviser. The data also flags the entity as a related adviser and indicates multiple industry roles and affiliations across the financial services ecosystem, including relationships with broker-dealers, trust companies, insurance companies, sponsors/general partners of pooled vehicles, and other adviser and municipal advisory functions.
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 1
Angela Marie Palmer
Chief Compliance OfficerCRD 4915568
Contacts
3 of 5
Paul Schultz
Managing DirectorCRD 1965163

Jon Langenfeld
Managing Director, Head of EquitiesCRD 4322120

Benedict Rocchio
PartnerCRD 4286336
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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