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| Robert W Baird & Co Incorporated
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| CRD # | 8158 |
| SEC # | 801-7571 |
| CIK # | 0000009211, 0000810972 |
| AUM | $287.5 BB (2024-06-27) |
| Employees | 4,069 (73% Investors, 81% Brokers) |
| Phone | 414-765-3500 |
| Address | 777 E Wisconsin Avenue Milwaukee, WI 53202-5391 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 2.4 | |
| AAPL | 2,382.8 | 2.0 | |
| JPM | 340.2 | 1.2 | |
| GOOG | 1,482.6 | 1.1 | |
| HD | 277.6 | 0.8 | |
| PGR | 67.5 | 0.7 | |
| NVDA | 399.6 | 0.6 | |
| JNJ | 465.6 | 0.6 | |
| COST | 207.6 | 0.5 | |
| FAST | 28.3 | 0.5 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Chautauqua Series Fund LLC Chautauqua New World Growth Equity Series | 2019-03-22 | 1.0 | |
| Other | Chautauqua Global Growth Equity QP Fund LP | [2015-03-17] | 212.6 | 1.3 |
| HF | Chautauqua International Growth Equity QP Fund LP | [2013-10-21] | 212.6 | 170.3 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149,378 | 32.5 |
| (b) Individuals (high net worth individuals) | 60,342 | 95.1 |
| (c) Banking or thrift institutions | 26 | 0.4 |
| (d) Investment companies | 18 | 109.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 1.0 |
| (g) Pension and profit sharing plans | 1,710 | 10.7 |
| (h) Charitable organizations | 1,333 | 5.9 |
| (i) State or municipal government entities | 72 | 4.5 |
| (j) Other investment advisers | 195 | 0.5 |
| (k) Insurance companies | 23 | 8.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,565 | 15.9 |
| (n) Other | 20 | 2.7 |
| Total | 331,500 | 287.5 |
| By Discretionary | ||
| Discretionary | 190,204 | 211.5 |
| Non-Discretionary | 141,296 | 76.0 |
| Total | 331,500 | 287.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 287.2 | |
| Total | 331,500 | 287.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Lynch | 29 | ||
| Robert W Baird Co Incorporated | 3 | ||
| Haicheng Li | 3 | ||
| Brian Beitner | 3 | ||
| Amanda Prentiss | 1 | ||
| Chautauqua Capital Management | 1 | ||
| Huber Richard | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000810972] | |
| 13F-NT | [0000810972] | |
| SC 13G | [0000810972] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Robert W Baird & Co Incorporated
✚
|
WI | 287.5 |
|
Baird Venture Partners Management Company V LLC
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|
WI | 0.2 |
|
Baird Venture Partners Management Company IV LLC
✚
|
WI | 0.2 |
|
Baird Principal Group Management Company II LLC
✚
|
WI | 0.1 |
|
Baird Principal Group Management Company I LLC
✚
|
WI | 0.0 |
|
Baird Capital Partners Management Company V LLC
✚
|
WI | 0.0 |
|
Baird Venture Partners Management Company III LLC
✚
|
WI | 0.0 |
|
Baird Venture Partners Management Company I LLC
✚
|
WI | 0.0 |
|
Baird Capital Global Fund Management I LP
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|
WI | 0.0 |
|
Baird Capital Partners Asia Management I Limited Partnership
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|
WI | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Principal Global Investors LLC
✚
|
IA | 377.2 |
|
Federated Investment Counseling
✚
|
PA | 185.5 |
|
Candriam Socit EN Commandite Par Actions
✚
|
127.3 | |
|
Segal Advisors Inc
✚
|
NY | 31.9 |
|
DA Davidson & Co
✚
|
MT | 27.9 |
|
Davenport & Company LLC
✚
|
VA | 19.3 |
|
Manning & Napier Advisors LLC
✚
|
NY | 18.5 |
|
ARK Investment Management LLC
✚
|
FL | 15.2 |
|
Rocaton Investment Advisors LLC
✚
|
CT | 13.0 |
|
Geowealth Management LLC
✚
|
IL | 12.3 |