Investment adviser · CRD 8158
ROBERT W. BAIRD & CO. INCORPORATED
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed Sep 1, 2026
- Regulatory AUM
- $394B Form ADV · Item 5.F
- Client accounts
- 367,123 Accounts, not individual clients
- Employees
- 4,322 Reported in this filing
- Advisory professionals
- 3,170 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 |
|---|---|---|---|
| Investment companies | 18 | $157,926,067,259 | 40.1% |
| High-net-worth individuals | 82,420 | $135,033,059,436 | 34.3% |
| Individuals | 153,711 | $33,330,262,618 | 8.5% |
| Corporations & businesses | 1,669 | $19,385,108,117 | 4.9% |
| Retirement plans | 1,709 | $17,818,005,450 | 4.5% |
| Insurance companies | 22 | $8,779,996,535 | 2.2% |
| Government entities | 76 | $8,182,270,345 | 2.1% |
| Charities | 1,433 | $7,656,769,608 | 1.9% |
| Other clients | 21 | $3,732,918,281 | 0.9% |
| Pooled investment vehicles | 8 | $1,251,541,376 | 0.3% |
| Banks & thrifts | 18 | $492,410,484 | 0.1% |
| Other investment advisers | 254 | $480,391,971 | 0.1% |
Filing source
Form ADV 2126054 · Sep 1, 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
3 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.
CHAUTAUQUA INTERNATIONAL GROWTH EQUITY QP FUND LPHedge Fund · Last reported Sep 1, 2026$524MGross asset value
Form D fundraising filings
Chautauqua International Growth Equity QP Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-6211863131
- Reported beneficial owners
- 6
- Minimum commitment
- $25M
- Form D file number
- 021-182834
Form ADV 2126054 · Sep 1, 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.
CHAUTAUQUA GLOBAL GROWTH EQUITY QP FUND LPOther Private Fund · Last reported Sep 1, 2026$1.9MGross asset value
Form D fundraising filings
Chautauqua Global Growth Equity QP Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-7768780786
- Reported beneficial owners
- 2
- Minimum commitment
- $25M
- Form D file number
- 021-262253
Form ADV 2126054 · Sep 1, 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.
CHAUTAUQUA SERIES FUND, LLC (CHAUTAUQUA NEW WORLD GROWTH EQUITY SERIES)Other Private Fund · Last reported Sep 1, 2026$1.66MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-8787010539
- Reported beneficial owners
- 2
- Minimum commitment
- $25M
Form ADV 2126054 · Sep 1, 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 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions · Performance-based
Principal office
777 E. WISCONSIN AVENUEMILWAUKEE, WI, 53202-5391, United States
CRD 8158
Filing source
Form ADV 2126054 · Sep 1, 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.