Baird Venture Partners Management Company I, L.L.C. (Milwaukee)


Baird Venture Partners Management Company I, L.L.C. is a related adviser based in Milwaukee. It manages $11.47 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.

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Baird Venture Partners Management Company I, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Baird Venture Partners Management Company I, L.L.C: assets under management

The assets under management (AUM) of Baird Venture Partners Management Company I, L.L.C. is $11.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 253% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.47 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Baird Venture Partners Management Company I, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Baird Venture Partners Management Company I, L.L.C serves?

The only and largest group of clients of Baird Venture Partners Management Company I, L.L.C is pooled investment vehicles with 1 clients and $11.47 million of assets under management. Among the 1 most similar advisory firms, Baird Venture Partners Management Company I, L.L.C has the highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $11.47 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Baird Venture Partners Management Company I, L.L.C also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Baird Venture Partners Management Company I, L.L.C.

The company employs 11 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Robert W. Baird & Co. Incorporated Member 1 May 2000 75% - 100% 8158
Llc Baird Executive Officers Partnership Ii Member 1 May 2000 Other 94-3363287
Paul Edward Purcell Investment committee member 1 May 2000 Other 844873
Paul John Carbone Member, man dir, inv comm member 1 May 2000 Other 2147108
Brian William Anderson Member 1 May 2000 Other 2533521
Charles Andrew Brickman Member 1 May 2000 Other 1576819
David Paul Pelisek Member 1 May 2000 Other 2452349
William Jay Filip Member, principal 1 May 2000 Other 2660061
Terrance Patrick Maxwell Investment committee member 1 May 2000 Other 1463158
Carl Christopher Coetzee Investment committee member 1 May 2000 Other 2147104
Robert John Venable Investment committee member 1 May 2000 Other 2745987
Peter Steininger Kies Investment committee member 1 May 2000 Other 2244047
Randall Arthur Mehl Investment committee member 1 May 2000 Other 2638633
Paul Thaddeus Rogalski Investment committee member 1 May 2000 Other 1965932
Glen Fredrick Hackmann Secretary 1 May 2000 Other 232973
Thomas Albert Desmond Member, principal 1 Aug 2000 Other 2623436
Gordon George Pan Member, principal 1 Jan 2001 Other 2085716
Llc Bvp Advisors Member 1 Jan 2004 Other 01-0709425
Peter Kennett Shagory Member, principal 1 Feb 2004 Other 2244051
Todd Steven Nichol Chief compliance officer 1 Oct 2004 Other 1121798
Michael N Liang Member, prinicpal, investment committee member 1 Jan 2011 Other 5131314
James Edward Pavlik Member, principal, investment committee member 1 Jan 2011 Other 2790592
Benedict Patrick Rocchio Member, principal, investment committee member 1 Jan 2011 Other 4286336
Gordon George Pan Member, manager, director, investment committee member 1 Feb 2012 Other 2085716
Paul Lee Schultz Chief legal officer 1 Mar 2013 Other 1965163
Steven Gregory Booth Investment committee member 1 Jan 2014 Other 2147388
Angela Marie Palmer Chief compliance officer 1 Mar 2014 Other 4915568

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Baird Financial Corporation Shareholder 1 Dec 1982 75% - 100% 39-1289533
Baird Holding Company Shareholder 1 May 2001 75% - 100% 39-2027336
The Northwestern Mutual Life Insurance Company Shareholder 1 May 2001 75% - 100% 39-0509570
Inc. Baird Financial Group Shareholder 1 Aug 2012 75% - 100% 80-0844225

Based in Milwaukee

The principal office where Baird Venture Partners Management Company I, L.L.C. performs its advisory services is located at 777 East Wisconsin Ave, Milwaukee, WI 53202, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 414-765-3500 or by fax 414-298-7800. The normal business hours are 8:00 am to 5:00 pm central on Monday - Friday. You can find more information about the New York firm at rwbaird.com.