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| Robert W Baird & Co Incorporated
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| CRD # | 8158 |
| SEC # | 801-7571 |
| CIK # | 0000810972, 0000009211 |
| AUM | 394.07 B (2026-04-20) |
| Employees | 4,322 (73% Investors, 79% Brokers) |
| Fees | |
| Minimum | |
| Phone | 414-765-3500 |
| Address | 777 E Wisconsin Avenue Milwaukee, WI 53202-5391 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 2.5 | ||
| Microsoft Corp | 2.1 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Alphabet Inc | 1.9 | ||
| GE Vernova Inc | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| Johnson & Johnson | 1.1 | ||
| General Electric Co | 1.0 | ||
| Home Depot Inc | 1.0 | ||
| Facebook Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Chautauqua Series Fund LLC Chautauqua New World Growth Equity Series | 2019-03-22 | 1.7 M | |
| Other | Chautauqua Global Growth Equity QP Fund LP | [2015-03-17] | 1.4 M | 1.9 M |
| Filed 2026-02-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Chautauqua International Growth Equity QP Fund LP | [2013-10-21] | 492.6 M | 524.2 M |
| Filed 2026-02-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153,711 | 33.3 |
| (b) Individuals (high net worth individuals) | 82,420 | 135.0 |
| (c) Banking or thrift institutions | 18 | 0.5 |
| (d) Investment companies | 18 | 157.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 1.3 |
| (g) Pension and profit sharing plans | 1,709 | 17.8 |
| (h) Charitable organizations | 1,433 | 7.7 |
| (i) State or municipal government entities | 76 | 8.2 |
| (j) Other investment advisers | 254 | 0.5 |
| (k) Insurance companies | 22 | 8.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,669 | 19.4 |
| (n) Other | 21 | 3.7 |
| Total | 367,123 | 394.1 |
| By Discretionary | ||
| Discretionary | 216,498 | 289.5 |
| Non-Discretionary | 150,625 | 104.6 |
| Total | 367,123 | 394.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 393.7 | |
| Total | 367,123 | 394.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Lynch | Executive Officer | 29 | 4 | |
| Haicheng Li | Executive Officer | 3 | 2 | |
| Brian Beitner | Executive Officer | 3 | 2 | |
| Robert W Baird Co Incorporated | Executive Officer | 3 | 2 | |
| Huber Richard | Executive Officer | 1 | 1 | |
| Amanda Prentiss | Executive Officer | 1 | 1 | |
| Chautauqua Capital Management | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000810972] | |
| 13F-NT | [0000810972] | |
| SC 13G | [0000810972] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $27.4B |
| Clients | 19,985 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
| LEI | 549300772UJAHRD6LO53 |
| 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 |
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