Baird Venture Partners Management Company V, LLC

RIASEC RegisteredEst. 2018
Total AUM
$195M
Discretionary
$195M
100% of AUM
Avg account
$65.1M
Accounts
3
Employees
14
Advisory reps
6

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
298155
Registered since
November 23, 2018
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

FINTRX

Overview

Baird Venture Partners Management Company V, LLC is a private equity fund manager organized as an LLC and registered with the SEC in 2018. The firm focuses on pooled investment vehicles and provides portfolio management for those funds. Its client mix is institutional, and its compensation combines a percentage-of-AUM fee with performance-based fees. The adviser is classified as a related adviser and reports a non‑ESG active posture. Regulatory and business affiliations indicate the firm operates beyond pure fund management: it is associated with broker‑dealer activity, municipal advisory, commodity pool/CTA roles, trust and insurance company functions, real estate brokerage, and it can serve as sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Angela Marie Palmer

    Angela Marie Palmer

    Chief Compliance OfficerCRD 4915568

Contacts

3 of 5
  • Jon Langenfeld

    Jon Langenfeld

    Managing Director, Head of EquitiesCRD 4322120

  • Paul Schultz

    Paul Schultz

    Managing DirectorCRD 1965163

  • James Pavlik

    James Pavlik

    PartnerCRD 2790592

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth