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| Happy Holidays!! thanks for using AUM13F!! |
| Baird Venture Partners Management Company V LLC
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| CRD # | 298155 |
| SEC # | 801-114317 |
| CIK # | |
| AUM | $226.7 M (2025-03-31) |
| Employees | 16 (19% Investors, 50% Brokers) |
| Phone | 414-765-3500 |
| Address | 777 East Wisconsin Avenue Milwaukee, WI 53202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Baird Venture Partners V Limited Partnership | [2019-03-25] | 186.9 | 188.5 |
| PE | BVP V Special Affiliates Fund Limited Partnership | [2019-03-25] | 186.9 | 19.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 18.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 208.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 226.7 |
| By Discretionary | ||
| Discretionary | 3 | 226.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 226.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.7 | |
| Total | 3 | 226.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paul Purcell | 33 | ||
| Gordon Pan | 32 | ||
| Benedict Rocchio | 53 | ||
| James Pavlik | 28 | ||
| Angela Palmer | 11 | ||
| Nicole Walker | 20 | ||
| Bret Reese | 8 | ||
| Michael Liang PhD | 6 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Robert W Baird & Co Incorporated
✚
|
WI | 342.1 |
|
Baird Venture Partners Management Company IV LLC
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|
WI | 0.3 |
|
Baird Venture Partners Management Company V 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 Venture Partners Management Company III LLC
✚
|
WI | 0.0 |
|
Baird Capital Partners Management Company V 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
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|
WI | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KRF Capital LLC
✚
|
FL | 0.2 |
|
Rock Hill Capital Group LLC
✚
|
TX | 0.2 |
|
The Catalyst Group Inc
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|
TX | 0.2 |
|
Avila RE Capital LLC
✚
|
CA | 0.2 |
|
Kelson Asset Management LLC
✚
|
0.2 | |
|
Bowside Capital LLC
✚
|
SC | 0.2 |
|
City Capital Ventures LLC
✚
|
IL | 0.2 |
|
Heritage Holding Management LP
✚
|
MA | 0.2 |
|
Clarendon Capital LLC
✚
|
VA | 0.2 |
|
BAUM Capital Partners Management LLC
✚
|
MO | 0.2 |