Investment adviser · CRD 136678
BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY IV, LLC
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed Mar 21, 2018
- Regulatory AUM
- $25.3M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 2 | $20,891,000 | 82.5% |
| Investment companies | 1 | $4,431,000 | 17.5% |
Filing source
Form ADV 1188547 · Mar 21, 2018 · 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
2 Private fundsThe 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 PARTNERS IV LIMITED PARTNERSHIPPrivate Equity Fund · Last reported Mar 21, 2018$17.3MGross asset value
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
- 805-9331932650
- Reported beneficial owners
- 65
- Minimum commitment
- $500K
- Form D file number
- 021-98151
Form ADV 1188547 · Mar 21, 2018 · 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.
BCP IV SPECIAL AFFILIATES LIMITED PARTNERSHIPPrivate Equity Fund · Last reported Mar 21, 2018$3.63MGross asset value
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
- 805-2174173410
- Reported beneficial owners
- 80
- Minimum commitment
- $500K
- Form D file number
- 021-98150
Form ADV 1188547 · Mar 21, 2018 · 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: Mar 21, 2018. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
777 E. WISCONSIN AVENUEMILWAUKEE, WI, 53202, United States
CRD 136678
Filing source
Form ADV 1188547 · Mar 21, 2018 · 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.