Investment adviser · CRD 298155
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed Sep 4, 2026
- Regulatory AUM
- $195M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 2 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 | $179,169,000 | 91.8% |
| Investment companies | 1 | $15,989,000 | 8.2% |
Filing source
Form ADV 2130917 · 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
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 VENTURE PARTNERS V LIMITED PARTNERSHIPPrivate Equity Fund · Last reported Sep 4, 2026$162MGross asset value
Form D fundraising filings
BAIRD VENTURE PARTNERS V LIMITED PARTNERSHIP
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
- 805-4207052909
- Reported beneficial owners
- 140
- Minimum commitment
- $250K
- Form D file number
- 021-329061
Form ADV 2130917 · 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.
BVP V SPECIAL AFFILIATES FUND LIMITED PARTNERSHIPPrivate Equity Fund · Last reported Sep 4, 2026$17MGross asset value
Form D fundraising filings
BVP V SPECIAL AFFILIATES LIMITED PARTNERSHIP
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
- 805-5301500482
- Reported beneficial owners
- 30
- Minimum commitment
- $250K
- Form D file number
- 021-329064
Form ADV 2130917 · 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 EAST WISCONSIN AVENUEMILWAUKEE, WI, 53202, United States
CRD 298155
Filing source
Form ADV 2130917 · 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.