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Baird Principal Group Management Company, LLC

● SEC registered since 2023CRD 326646SEC# 801-128232Milwaukee, WI
Export (members)
Reg. AUM
$85.7M
Employees
3
Accounts
1
Location
Milwaukee, WI

Baird Principal Group Management Company, LLC assets under management

Baird Principal Group Management Company, LLC operates as an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 2023. It reports $85.7 million in regulatory assets under management and employs 3 people.

Baird Principal Group Management Company, LLC owners & executives

9 reported
NameTitleOwnershipSince
Angela Marie Palmer ControlChief Compliance OfficerUnder 5%2023
Gordon George PanInvestment Committee MemberUnder 5%2023
John Jameson Neis ControlPartner And Investment Committee MemberUnder 5%2023
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Frequently asked questions

How much does Baird Principal Group Management Company, LLC manage?

Baird Principal Group Management Company, LLC reports $85.7 million in regulatory assets under management on its Form ADV.

How many employees does Baird Principal Group Management Company, LLC have?

Baird Principal Group Management Company, LLC reports 3 employees.

Where is Baird Principal Group Management Company, LLC located?

Baird Principal Group Management Company, LLC is based in Milwaukee, WI and has been SEC-registered since 2023.

Does Baird Principal Group Management Company, LLC disclose fund performance?

Baird Principal Group Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address777 E. Wisconsin Avenue, Milwaukee, WI 53202
Phone414-765-3500
Office hours8:00 a.m. To 5:00 p.m. Central
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$85.7M
Non-discretionary$0
Total (RAUM)$85.7M