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| Baird Capital Partners Management Company V LLC
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| |
|---|---|
| CRD # | 148519 |
| SEC # | 801-69666 |
| CIK # | |
| AUM | $2.0 MM (2024-03-27) |
| Employees | 9 (33% Investors, 56% Brokers) |
| Phone | 414-765-3500 |
| Address | 777 East Wisconsin Avenue Milwaukee, WI 53202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Baird Capital Partners V Limited Partnership | [2012-03-30] | 162.7 | 1.6 |
| PE | BCP V Special Affiliates Limited Partnership | [2012-03-30] | 7.9 | 0.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 1.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 2.0 |
| By Discretionary | ||
| Discretionary | 3 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 3 | 2.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Paul Purcell | 33 | ||
| Gordon Pan | 29 | ||
| Paul Carbone | 13 | ||
| Paul Schultz | 8 | ||
| Todd Nichol | 6 | ||
| Robert Venable | 14 | ||
| David Pelisek | 5 | ||
| Randall Mehl | 4 | ||
| Charles Brickman | 3 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Robert W Baird & Co Incorporated
✚
|
WI | 287.5 |
|
Baird Venture Partners Management Company V LLC
✚
|
WI | 0.2 |
|
Baird Venture Partners Management Company IV LLC
✚
|
WI | 0.2 |
|
Baird Principal Group Management Company II LLC
✚
|
WI | 0.1 |
|
Baird Principal Group Management Company I LLC
✚
|
WI | 0.0 |
|
Baird Capital Partners Management Company V LLC
✚
|
WI | 0.0 |
|
Baird Venture Partners Management Company III LLC
✚
|
WI | 0.0 |
|
Baird Venture Partners Management Company I LLC
✚
|
WI | 0.0 |
|
Baird Capital Global Fund Management I LP
✚
|
WI | 0.0 |
|
Baird Capital Partners Asia Management I Limited Partnership
✚
|
WI | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Baird Venture Partners Management Company III LLC
✚
|
WI | 0.0 |
|
Cotton Creek Capital Management LLC
✚
|
TX | 0.0 |
|
Blackstone Core Equity Advisors LLC
✚
|
NY | 0.0 |
|
Energy Growth Momentum US LLC
✚
|
TX | 0.0 |
|
CHS Capital LLC
✚
|
IL | 0.0 |
|
Sivia Capital Investments LLC
✚
|
CA | 0.0 |
|
LSAF Management LLC
✚
|
NY | 0.0 |
|
Dale Oil & Gas Partners LLC
✚
|
TX | 0.0 |
|
Salus Capital Partners II LLC
✚
|
MA | 0.0 |
|
Apollo Commodities Management LP
✚
|
NY | 0.0 |