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Baird Capital Partners Management Company Iii, LLC (Milwaukee)


Baird Capital Partners Management Company Iii, LLC is a related adviser based in Milwaukee. It manages $6.21 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

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Baird Capital Partners Management Company Iii 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 Capital Partners Management Company Iii: assets under management

The assets under management (AUM) of Baird Capital Partners Management Company Iii, LLC is $6.21 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.07 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Baird Capital Partners Management Company Iii, 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Baird Financial Corporation Shareholder 1 Dec 1982 75% - 100% 39-1289533
Baird Holding Company Shareholder 1 May 2001 75% - 100% 39-2027336
The Northwestern Mutual Life Insurance Company Shareholder 1 May 2001 75% - 100% 39-0509570
Inc. Baird Financial Group Shareholder 1 Aug 2012 75% - 100% 80-0844225

Based in Milwaukee

The principal office where Baird Capital Partners Management Company Iii, LLC performs its advisory services is located at 777 East 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 am to 5:00 pm central on Monday - Friday. You can find more information about the New York firm at rwbaird.com.


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