Investment adviser · CRD 148519
BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY V, LLC
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed Mar 31, 2025
- Regulatory AUM
- $1.47M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 3 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 | $1,244,000 | 84.4% |
| Investment companies | 1 | $230,000 | 15.6% |
Filing source
Form ADV 1965030 · Mar 31, 2025 · 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 V LIMITED PARTNERSHIPPrivate Equity Fund · Last reported Mar 31, 2025$1.13MGross asset value
Form D fundraising filings
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
- 805-7564688889
- Reported beneficial owners
- 100
- Minimum commitment
- $500K
- Form D file number
- 021-123548
Form ADV 1965030 · Mar 31, 2025 · 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 V SPECIAL AFFILIATES LIMITED PARTNERSHIPPrivate Equity Fund · Last reported Mar 31, 2025$114KGross asset value
Form D fundraising filings
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
- 805-3375795431
- Reported beneficial owners
- 20
- Minimum commitment
- $500K
- Form D file number
- 021-123546
Form ADV 1965030 · Mar 31, 2025 · 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 31, 2025. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
777 EAST WISCONSIN AVENUEMILWAUKEE, WI, 53202, United States
CRD 148519
Filing source
Form ADV 1965030 · Mar 31, 2025 · 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.