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Baird Principal Group Management Company I, LLC
Baird Principal Group Management Company I, LLC is an SEC-registered investment adviser in Milwaukee, WI, registered since 2015. The firm manages approximately...
Baird Principal Group Management Company I, LLC
Baird Principal Group Management Company I, LLC is an SEC-registered investment adviser in Milwaukee, WI, registered since 2015. The firm manages approximately $22 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Baird Principal Group Management Company I LLC?
The firm is managed by principals of the Baird family, though specific names are not publicly disclosed. The firm operates with a close connection to Baird Financial Group, leveraging the family's longstanding financial expertise.
What investment stages does the firm typically target?
The firm engages in direct investments and co-investments, spanning growth equity to buyout stages. It also participates in fund commitments to established managers. The focus is on building long-term capital appreciation.
What sectors does the firm focus on?
The firm invests across a range of sectors, including industrial tech, enterprise software, and real estate. Its portfolio is diversified across asset classes and industries, with a concentration in the United States.
How is the firm related to Baird Financial Group?
Baird Principal Group Management Company I LLC is an investment vehicle for the Baird family, the founding family of Baird Financial Group. The firm manages the family's wealth independently from the corporate structure of Baird Financial Group.
Does the firm maintain a philanthropic structure?
The Baird family supports philanthropic activities through separate entities, though details on specific foundations are not publicly linked to this management company. The firm's primary focus remains on investment management.
Where does the underlying wealth come from?
The wealth originates from the Baird family's ownership and leadership of Baird Financial Group, a financial services firm founded in 1919. The family's multi-generational wealth is now managed through this family office.
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