Baird Capital Management Company, Llc
- Regulatory AUM
- $738M
- Discretionary
- $738M
- Clients
- 10
- Avg AUM / client
- $73.8M
- Accounts
- 10
- Employees
- 34
AUM over time
Annual snapshots from Form ADV filings · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 3 | $50.3M | 6.81% |
| Pooled investment vehicles (non-investment companies) | 7 | $688M | 93.2% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $779M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Baird Capital Global Fund Ii Limited Partnership | Private Equity Fund | Delaware | $311M | 195 |
| Baird Venture Partners Vi Lp | Private Equity Fund | Delaware | $189M | 190 |
| Baird Capital Global Fund I Lp | Private Equity Fund | Delaware | $137M | 130 |
| Bcgf Ii Special Affiliates Limited Partnership | Private Equity Fund | Delaware | $90.0M | 80 |
| Bcgf I Special Affiliates Lp | Private Equity Fund | Delaware | $40.5M | 40 |
| Baird Capital Global Fund I De Lp | Private Equity Fund | Delaware | $6.4M | 2 |
| Bvp Vi Special Affiliates Fund Lp | Private Equity Fund | Delaware | $5.0M | 20 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gordon George Pan | Manager | Jul 2022 (4y) | Less than 5% | |
| Palmer, Angela, Marie | Chief Compliance Officer | Jul 2022 (4y) | Less than 5% | |
| Schultz, Paul, Lee | Chief Legal Officer | Jul 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Member | Jul 2022 | A | 75% or more |
| Baird Financial Corporation | Shareholder | Dec 1982 | B | ≈ 56.25% – 100% via Robert W. Baird & Co. Incorporated |
| Baird Financial Group, Inc. | Shareholder | Dec 2020 | B | ≈ 42.19% – 100% via Baird Financial Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Baird Financial Corporation: 75% – 100% of Robert W. Baird & Co. Incorporated × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Baird Financial Group, Inc.: 75% – 100% of Baird Financial Corporation × 75% – 100% of Robert W. Baird & Co. Incorporated × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $779M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Baird Capital Global Fund Ii Limited Partnership | Private Equity Fund | $311M | $250K | 195 |
| Baird Venture Partners Vi Lp | Private Equity Fund | $189M | $250K | 190 |
| Baird Capital Global Fund I Lp | Private Equity Fund | $137M | $250K | 130 |
| Bcgf Ii Special Affiliates Limited Partnership | Private Equity Fund | $90.0M | $250K | 80 |
| Bcgf I Special Affiliates Lp | Private Equity Fund | $40.5M | $250K | 40 |
| Baird Capital Global Fund I De Lp | Private Equity Fund | $6.4M | $250K | 2 |
| Bvp Vi Special Affiliates Fund Lp | Private Equity Fund | $5.0M | $250K | 20 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 4.43 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗