Baird Capital Global Fund Management I LP (Milwaukee)
Baird Capital Global Fund Management I LP is a large advisory firm based in Milwaukee. It manages $312.14 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2016.
Baird Capital Global Fund Management I 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 Capital Global Fund Management I: assets under management
The assets under management (AUM) of Baird Capital Global Fund Management I LP is $312.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and $302.09 million of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Baird Capital Global Fund Management I LP 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 Capital Global Fund Management I serves?
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Baird Capital Global Fund Management I is pooled investment vehicles with 3 clients and $289.65 million of assets under management. Among the 7 most similar advisory firms, Baird Capital Global Fund Management I has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $312.14 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Baird Capital Global Fund Management I also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.
Careers at Baird Capital Global Fund Management I LP
The company employs 17 people that are either part- or full-time employees. 6 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
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Milwaukee
The principal office where Baird Capital Global Fund Management I LP performs its advisory services is located at 777 E. Wisconsin Avenue, 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 - 5:00 pm central on Monday - Friday. You can find more information about the New York firm at rwbaird.com.
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