|
⚲
|
| Keyboard |
| Baird Principal Group Management Company II LLC
✚
|
|
|---|---|
| CRD # | 292786 |
| SEC # | 801-113194 |
| CIK # | |
| AUM | 81.7 M (2026-06-24) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 414-765-3500 |
| Address | 777 E Wisconsin Avenue Milwaukee, WI 53202 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 | 81.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (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 | 1 | 81.7 |
| By Discretionary | ||
| Discretionary | 1 | 81.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 81.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 81.7 | |
| Total | 1 | 81.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Related Firms | State | AUM |
|---|---|---|
|
Robert W Baird & Co Incorporated
✚
|
WI | 394.07 B |
|
Baird Venture Partners Management Company IV LLC
✚
|
WI | 252.1 M |
|
Baird Venture Partners Management Company V LLC
✚
|
WI | 195.2 M |
|
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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Union Street Partners LLC
✚
|
VA | 86.3 M |
|
Arrow Investment Management LLC
✚
|
NY | 85.6 M |
|
Fairway Capital Management LLC
✚
|
IL | 85.2 M |
|
Group RMC Investment Advisor LLC
✚
|
NY | 84.6 M |
|
Jacob Asset Management of New York LLC
✚
|
CA | 84.1 M |
|
Baird Principal Group Management Company LLC
✚
|
WI | 83.7 M |
|
Inter US Management LLC
✚
|
FL | 83.4 M |
|
Meketa Capital LLC
✚
|
CO | 83.0 M |
|
Kelly Strategic Management LLC
✚
|
CO | 81.7 M |
|
Emery Partners LLC
✚
|
MA | 78.4 M |