Baird Principal Group Management Company Ii, LLC (Milwaukee)
Baird Principal Group Management Company Ii, LLC is a large advisory firm based in Milwaukee. It manages $108.76 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018.
Baird Principal Group Management Company Ii provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Baird Principal Group Management Company Ii: assets under management
The assets under management (AUM) of Baird Principal Group Management Company Ii, LLC is $108.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Baird Principal Group Management Company Ii, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Baird Principal Group Management Company Ii serves?
The only and largest group of clients of Baird Principal Group Management Company Ii is investment companies with 1 clients and $108.76 million of assets under management. Among the 11 most similar advisory firms, Baird Principal Group Management Company Ii has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $108.76 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Baird Principal Group Management Company Ii doesn't advise any private funds.
Careers at Baird Principal Group Management Company Ii, LLC
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Milwaukee
The principal office where Baird Principal Group Management Company Ii, LLC performs its advisory services is located at 777 E. Wisconsin Avenue, Milwaukee, WI 53202, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 414-765-3500 or by fax 414-298-7800. The normal business hours are 8:00 a.m. to 5:00 p.m. central on Monday - Friday. You can find more information about the New York firm at rwbaird.com.
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