Investment adviser · CRD 323309

BAIRD CAPITAL MANAGEMENT COMPANY, LLC

Investment adviser filing (IA)

MILWAUKEE, WI, United States · Form ADV filed Sep 4, 2026

Regulatory AUM
$738M
Form ADV · Item 5.F
Client accounts
10
Accounts, not individual clients
Employees
34
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles7$687,588,00093.2%
Investment companies3$50,266,0006.8%
Filing source

Form ADV 2130925 · Sep 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

11 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BAIRD CAPITAL GLOBAL FUND III LPPrivate Equity Fund · Last reported Sep 4, 2026$397MGross asset value

Form D fundraising filings

Baird Capital Global Fund III LP

Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497

Fund details & source
Fund ID
805-3277176196
Reported beneficial owners
210
Minimum commitment
$250K
Form D file number
021-539069

Form ADV 2130925 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BAIRD CAPITAL GLOBAL FUND II LIMITED PARTNERSHIPPrivate Equity Fund · Last reported Sep 4, 2026$348MGross asset value

Form D fundraising filings

BAIRD CAPITAL GLOBAL FUND II LIMITED PARTNERSHIP

Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497

Fund details & source
Fund ID
805-3695894081
Reported beneficial owners
195
Minimum commitment
$250K
Form D file number
021-372176

Form ADV 2130925 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BAIRD CAPITAL BLUE MATTER CV LPPrivate Equity Fund · Last reported Sep 4, 2026$157MGross asset value

Form D fundraising filings

Baird Capital Blue Matter CV LP

Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: Yes
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

RSM US LLP
PCAOB 49

ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source
Fund ID
805-4397701994
Reported beneficial owners
140
Minimum commitment
$0
Form D file number
021-582125

Form ADV 2130925 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BAIRD VENTURE PARTNERS VI LPPrivate Equity Fund · Last reported Sep 4, 2026$104MGross asset value

Form D fundraising filings

Baird Venture Partners VI LP

Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497

Fund details & source
Fund ID
805-7386040530
Reported beneficial owners
190
Minimum commitment
$250K
Form D file number
021-466208

Form ADV 2130925 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BCGF II SPECIAL AFFILIATES LIMITED PARTNERSHIPPrivate Equity Fund · Last reported Sep 4, 2026$101MGross asset value

Form D fundraising filings

BCGF II SPECIAL AFFILIATES LIMITED PARTNERSHIP

Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497

Fund details & source
Fund ID
805-9930224090
Reported beneficial owners
80
Minimum commitment
$250K
Form D file number
021-372171

Form ADV 2130925 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BAIRD CAPITAL GLOBAL FUND I LPPrivate Equity Fund · Last reported Sep 4, 2026$99MGross asset value

Form D fundraising filings

BAIRD CAPITAL GLOBAL FUND I LP

Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497

Fund details & source
Fund ID
805-7306391775
Reported beneficial owners
130
Minimum commitment
$250K
Form D file number
021-267430

Form ADV 2130925 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BCGF I SPECIAL AFFILIATES LPPrivate Equity Fund · Last reported Sep 4, 2026$29.3MGross asset value

Form D fundraising filings

BCGF I SPECIAL AFFILIATES LP

Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497

Fund details & source
Fund ID
805-4548900461
Reported beneficial owners
40
Minimum commitment
$250K
Form D file number
021-267432

Form ADV 2130925 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 4, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

777 E. WISCONSIN AVENUE
MILWAUKEE, WI, 53202, United States

CRD 323309

Filing source

Form ADV 2130925 · Sep 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.