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| Baird Capital Partners Management Company V LLC
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| CRD # | 148519 |
| SEC # | 801-69666 |
| CIK # | |
| AUM | |
| Employees | 14 (21% Investors, 50% Brokers) |
| Phone | 414-765-3500 |
| Address | 777 East Wisconsin Avenue Milwaukee, WI 53202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| 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 | 2011 - 2026 |
|---|---|---|---|---|
| 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 |
|---|---|---|
|
Robert W Baird & Co Incorporated
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|
WI | 394.07 B |
|
Baird Venture Partners Management Company IV LLC
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WI | 252.1 M |
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Baird Venture Partners Management Company V LLC
✚
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WI | 195.2 M |
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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
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|
WI | 1.3 M |
|
Baird Venture Partners Management Company I LLC
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|
WI | |
|
Baird Capital Global Fund Management I LP
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|
WI | |
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Baird Capital Partners Management Company V LLC
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|
WI | |
|
Baird Capital Partners Asia Management I Limited Partnership
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|
WI |