Form D · Private Equity Fund

BAIRD CAPITAL PARTNERS V LP

Milwaukee, WI · CIK 0001448148

Offering snapshot reported Feb 8, 2011 · SEC filing

Reported sold
$163M
Offering amount: $366M
Investors reported
66
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jun 11, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$81.3M$163MApr 2, 2009Feb 10, 2010: $130,080,000.00Feb 10, 2010Feb 8, 2011: $162,667,000.00Feb 8, 2011

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$130,080,000 → $162,667,000
  • Reported investors41 → 66

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 8, 2011Amendment$162,667,000$32,587,000vs Feb 10, 201066SEC filing
Feb 10, 2010Amendment$130,080,000No comparison41SEC filing
Apr 2, 2009AmendmentYet to sellNo comparisonNot reportedSEC filing
Mar 16, 2009AmendmentYet to sellNo comparisonNot reportedSEC filing
Oct 9, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-123548
The General Partner reserves the right to offer a greater amount of limited partner interests.
Placement Agent fees to be paid upon a fee schedule. Such fees are offset dollar-for-dollar against the management fees payable by the Issuer. The payment of such fees by the Issuer will not involve any additional expenditure of funds by the Issuer.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Thomas Capital Group, Inc.45180
Robert W. Baird & Co. Incorporated8158

Source: Form D, filed Feb 8, 2011. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BAIRD CAPITAL PARTNERS V LIMITED PARTNERSHIP

Investment adviser: BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY V, LLC

Gross asset value
$1.13M
Beneficial owners
100
ADV minimum commitment
$500K

Reported in Form ADV on Mar 31, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 1965030 · Mar 31, 2025 · Schedule D 7.B.(1), fund 805-7564688889

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Charles Andrew Brickman Executive, Promoter
Paul John Carbone Executive, Promoter
Randall Arthur Mehl Executive, Promoter
Todd Steven Nichol Executive
Gordon George Pan Executive, Promoter
David Paul Pelisek Executive, Promoter
Paul Edward Purcell Executive
Paul Lee Schultz Executive
Robert John Venable Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
777 East Wisconsin Avenue
Milwaukee, WI, 53202