Asset ManagerRIA · CRD 323309SEC-RegisteredPrivate Fund Adviser

Updated:

Baird

Baird's financial advice and services include Private Wealth Management, Asset Management, Global Investment Banking, Capital Markets and Private Equity.

Baird

Baird's financial advice and services include Private Wealth Management, Asset Management, Global Investment Banking, Capital Markets and Private Equity. Its clients include individuals, families, communities, small businesses and foundations across the United States, and corporations and institutional investors around the world. Baird Capital's Venture and Private Equity teams operate on one global platform.

General information

Firm type

Asset Manager

Year founded

1919

Location

Region

North America

Country

United States

City

Milwaukee

Corporate office

Milwaukee, WI, United States

Additional offices

New York, NY · Fort Lauderdale, FL · Frisco, TX

Principals

Steve Booth

Chairman & Chief Executive Officer

Mary Ellen Stanek

Managing Director, Chief Investment Officer of Baird Advisors

Sector focus

Real EstatePrivate CreditHealthcare ServicesEnterprise SoftwareIndustrial TechEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at Baird?

Baird's investment activities operate through distinct leadership groups. Steve Booth serves as Chairman and CEO of the overall firm. Baird Capital, the private investment arm, is led by a dedicated partnership team making venture, growth, and buyout decisions across US, UK, and Asia strategies. Fixed income portfolios at Baird Advisors are overseen by Mary Ellen Stanek, a Managing Director with over four decades at the firm.

Does Baird participate in fund commitments or only direct deals?

Baird Capital invests directly in private companies through its own managed funds, targeting venture capital, growth equity, and buyout opportunities. The firm does not operate as a fund-of-funds or limited partner in external private funds. Its institutional fixed income business manages bond portfolios and does not allocate to external alternatives.

What investment stages does Baird Capital typically target?

Baird Capital targets three stages: venture capital for early-stage technology and healthcare companies, growth equity for established businesses seeking expansion capital, and buyout equity for control investments in middle-market industrial and services companies. The venture and growth teams focus on commercial-stage companies with proven technology and initial revenue traction.

Which sectors does Baird Capital explicitly focus on?

Baird Capital concentrates on three core sectors: technology & services (enterprise software, data, and tech-enabled business services), healthcare (specialty pharma services, medical devices, and healthcare IT), and industrials (advanced manufacturing and engineered products). The firm generally avoids consumer, media, and financial services investments outside its core verticals.

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