Baird Capital Partners Management Company V LLC

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Baird Capital Partners Management Company V LLC ✚
CRD #	148519
SEC #	801-69666
CIK #
AUM
Employees	14 (21% Investors, 50% Brokers)
Fees
Minimum
Phone	414-765-3500
Address	777 East Wisconsin Avenue Milwaukee, WI 53202
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2025) [Brochure]
Item 7. Types of Clients The General Partner provides investment advice to Private Investment Funds, including the Funds. Private Investment Funds are investment partnerships or other investment entities formed under domestic or foreign laws and operated as exempt investment pools under the Investment Company Act of 1940, as amended (the “Investment Company Act”). The Private Investment Funds offered by the General Partner and its affiliates do not provide investors with any redemption rights. The investors participating in Private Investment Funds may include individuals, banks or thrift institutions, other investment entities, pension and profit-sharing plans, trusts, estates or charitable organizations or other corporations or business entities and may include, directly or indirectly, Baird, Principals or other employees of the General Partner and its affiliates and clients of Baird’s Private Wealth Management business. Excluding the affiliated fund, the minimum commitment of an investor who is an individual is $500,000 and the minimum commitment of an institutional investor is $5 million, although individual investor commitments of lesser amounts may be accepted at the discretion of the General Partner. Baird Capital Partners Management Company V, LLC March 2025

Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2025) [Brochure]

Item 7. Types of Clients

          The General Partner provides investment advice to Private Investment Funds, including the Funds. Private Investment Funds are
investment partnerships or other investment entities formed under domestic or foreign laws and operated as exempt investment pools under
the Investment Company Act of 1940, as amended (the “Investment Company Act”). The Private Investment Funds offered by the General
Partner and its affiliates do not provide investors with any redemption rights. The investors participating in Private Investment Funds may
include individuals, banks or thrift institutions, other investment entities, pension and profit-sharing plans, trusts, estates or charitable
organizations or other corporations or business entities and may include, directly or indirectly, Baird, Principals or other employees of the
General Partner and its affiliates and clients of Baird’s Private Wealth Management business. Excluding the affiliated fund, the minimum
commitment of an investor who is an individual is $500,000 and the minimum commitment of an institutional investor is $5 million, although
individual investor commitments of lesser amounts may be accepted at the discretion of the General Partner.

Baird Capital Partners Management Company V, LLC                                                                            March 2025

Type	Form D Funds	Date	Sold	AUM
PE	Baird Capital Partners V Limited Partnership	[2012-03-30]	162.7 M	1.1 M
	Offered $366,242,000 · Filed 2011-02-08 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $10,000 · Remaining $203,575,000 · Duration More than one year · Revenue Decline to Disclose
PE	BCP V Special Affiliates Limited Partnership	[2012-03-30]	7.9 M	0.1 M
	Offered $211,450,000 · Filed 2011-02-08 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $10,000 · Remaining $203,575,000 · Duration More than one year · Revenue Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
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	0.2
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	2	1.2
(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	1.5
By Discretionary
Discretionary	3	1.5
Non-Discretionary	0	0.0
Total	3	1.5
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1.5
Total	3	1.5

Form D Directors	Role	# Filings	# Firms
Paul Purcell	Executive Officer	34	7
Gordon Pan	Executive Officer	32	6
Paul Carbone	Executive Officer	14	5
Paul Schultz	Executive Officer	8	3
Todd Nichol	Executive Officer	6	3
Robert Venable	Executive Officer	14	2
David Pelisek	Executive Officer	5	2
Randall Mehl	Executive Officer	4	2
Charles Brickman	Executive Officer	3	2

Firm Profile (Form ADV)
Discretionary AUM	$0.3B
Serves	Institutional
Fund Types	Private Equity

Related Firms	State	AUM
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Baird Principal Group Management Company II LLC ✚	WI	81.7 M
Baird Principal Group Management Company I LLC ✚	WI	22.4 M
Baird Venture Partners Management Company III LLC ✚	WI	1.3 M
Baird Venture Partners Management Company I LLC ✚	WI
Baird Capital Global Fund Management I LP ✚	WI
Baird Capital Partners Management Company V LLC ✚	WI
Baird Capital Partners Asia Management I Limited Partnership ✚	WI

Baird Capital Partners Management Company V LLC

Assets, Funds, Holdings