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Robert W. Baird & Co. Incorporated

● SEC registered since 1971CRD 8158SEC# 801-7571Milwaukee, WI
Export (members)
Ranks #5,693 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$34.2M
Fund GAV
$197.5M
Private funds
3
Employees
4,175
Accounts
350,776
Location
Milwaukee, WI

Robert W. Baird & Co. Incorporated assets under management

Robert W. Baird & Co. Incorporated operates as an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 1971. It reports $34.2 million in regulatory assets under management and employs 4,175 people. Robert W. Baird & Co. Incorporated manages 3 private funds with combined gross assets of $197.5 million, including Chautauqua International Growth Equity Qp Fund LP. By regulatory assets, it ranks 5,693 of 5,911 private fund managers.

Robert W. Baird & Co. Incorporated private funds

3 funds · $197.5M GAV
FundTypeGross assetsMin.
Chautauqua International Growth Equity Qp Fund LPHedge$194.8M$25M
Chautauqua Global Growth Equity Qp Fund LPOther Private$1.6M$25M
Chautauqua Series Fund, LLC (chautauqua New World Growth Equity Series)Other Private$1.2M$25M

Robert W. Baird & Co. Incorporated owners & executives

12 reported
NameTitleOwnershipSince
Angela Marie Palmer ControlRegistered Investment Advisor CcoUnder 5%2014
Baird Financial Corporation ControlShareholderOver 75%1982
Christa Lynn Graverson ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Robert W. Baird & Co. Incorporated manage?

Robert W. Baird & Co. Incorporated reports $34.2 million in regulatory assets under management on its Form ADV.

How many private funds does Robert W. Baird & Co. Incorporated manage?

Robert W. Baird & Co. Incorporated manages 3 private funds with combined gross assets of $197.5 million.

How many employees does Robert W. Baird & Co. Incorporated have?

Robert W. Baird & Co. Incorporated reports 4,175 employees.

Where is Robert W. Baird & Co. Incorporated located?

Robert W. Baird & Co. Incorporated is based in Milwaukee, WI and has been SEC-registered since 1971.

Does Robert W. Baird & Co. Incorporated disclose fund performance?

Robert W. Baird & Co. Incorporated 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 53202-5391
Phone414-765-3500
Office hours8:00 a.m. To 5:00 p.m. Central
SEC regionChicago Regional Office (CHRO)
CIK810972
Discloses disciplinary historyYes

Assets under management

Discretionary$25M
Non-discretionary$91.85B
Total (RAUM)$34.2M

Service providers

Auditor
Custodian