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| Happy Holidays!! thanks for using AUM13F!! |
| Robert W Baird & Co Incorporated
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| CRD # | 8158 |
| SEC # | 801-7571 |
| CIK # | 0000810972, 0000009211 |
| AUM | $342.1 B (2025-03-28) |
| Employees | 4,175 (73% Investors, 81% Brokers) |
| Phone | 414-765-3500 |
| Address | 777 E Wisconsin Avenue Milwaukee, WI 53202-5391 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 2.7 | ||
| Apple Inc | 2.0 | ||
| J P Morgan Chase & Co | 1.8 | ||
| Alphabet Inc | 1.2 | ||
| Facebook Inc | 1.1 | ||
| Home Depot Inc | 1.0 | ||
| Progressive Corp/Oh/ | 0.9 | ||
| Amazon Com Inc | 0.9 | ||
| General Electric Co | 0.8 | ||
| GE Vernova Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Chautauqua Series Fund LLC Chautauqua New World Growth Equity Series | 2019-03-22 | 1.2 | |
| Other | Chautauqua Global Growth Equity QP Fund LP | [2015-03-17] | 1.4 | 1.6 |
| HF | Chautauqua International Growth Equity QP Fund LP | [2013-10-21] | 215.6 | 194.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152,341 | 33.2 |
| (b) Individuals (high net worth individuals) | 71,039 | 114.7 |
| (c) Banking or thrift institutions | 23 | 0.4 |
| (d) Investment companies | 19 | 134.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 1.0 |
| (g) Pension and profit sharing plans | 1,718 | 16.5 |
| (h) Charitable organizations | 1,370 | 7.0 |
| (i) State or municipal government entities | 73 | 5.7 |
| (j) Other investment advisers | 223 | 0.6 |
| (k) Insurance companies | 23 | 9.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,582 | 16.8 |
| (n) Other | 21 | 2.8 |
| Total | 350,776 | 342.1 |
| By Discretionary | ||
| Discretionary | 206,102 | 250.3 |
| Non-Discretionary | 144,674 | 91.8 |
| Total | 350,776 | 342.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 341.8 | |
| Total | 350,776 | 342.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Lynch | 29 | ||
| Haicheng Li | 3 | ||
| Brian Beitner | 3 | ||
| Robert W Baird Co Incorporated | 3 | ||
| Huber Richard | 1 | ||
| Amanda Prentiss | 1 | ||
| Chautauqua Capital Management | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000810972] | |
| 13F-NT | [0000810972] | |
| SC 13G | [0000810972] |
| Related Firms | State | AUM ($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) |
|---|---|---|
|
First Trust Advisors LP
✚
|
IL | 256.3 |
|
Federated Investment Counseling
✚
|
PA | 199.6 |
|
Candriam Socit EN Commandite Par Actions
✚
|
128.7 | |
|
Segal Advisors Inc
✚
|
NY | 37.5 |
|
DA Davidson & Co
✚
|
MT | 36.2 |
|
Kovitz Investment Group Partners LLC
✚
|
IL | 31.7 |
|
Shenkman Capital Management Inc
✚
|
NY | 30.8 |
|
Davenport & Company LLC
✚
|
VA | 22.5 |
|
Manning & Napier Advisors LLC
✚
|
NY | 18.4 |
|
Geowealth Management LLC
✚
|
IL | 13.6 |