Baird Capital Partners Management Company V, LLC
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Overview
Baird Capital Partners Management Company V, LLC operates as an advisory company located in Milwaukee, Wisconsin. The company oversees $5.9 million in assets under management over three accounts. The company has a small group, including 3 financial advisors. Baird Capital Partners Management Company V, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, equities and bonds.
Baird Capital Partners Management Company V, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management signifies that transaction choices are made by a portfolio manager without requiring client consent. Baird Capital Partners Management Company V, LLC's typical account size is $2.0 million. The average advisor at Baird Capital Partners Management Company V, LLC oversees around one client account, placing it among the most personalized advisor firms in the country.
The company's main office is located at 777 East Wisconsin Avenue, Milwaukee, Wisconsin 53202.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Baird Capital Partners Management Company V, LLC by the Numbers
$5.9 million
8
3
$2.0 million
Fee Structure
Fees charged by financial advisors are based on which service is offered. Fee types billed by the company can include some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to investment companies and pooled investment vehicles. Out of its three accounts, Baird Capital Partners Management Company V, LLC's biggest client group by number of accounts is pooled investment vehicles. None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Baird Capital Partners Management Company V, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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