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Baird Principal Group Management Company I, LLC

● SEC registered since 2015CRD 269982SEC# 801-105476Milwaukee, WI
Export (members)
Reg. AUM
$22.4M
Employees
3
Accounts
1
Location
Milwaukee, WI

Baird Principal Group Management Company I, LLC assets under management

Baird Principal Group Management Company I, LLC operates as an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 2015. It reports $22.4 million in regulatory assets under management and employs 3 people.
www.rwbaird.comView on SEC.gov ↗

Baird Principal Group Management Company I, LLC owners & executives

10 reported
NameTitleOwnershipSince
Angela Marie Palmer ControlChief Compliance OfficerUnder 5%2015
Baird Financial Corporation ControlDirect OwnerOver 75%2015
Gordon George PanInvestment Committee MemberUnder 5%2015
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Frequently asked questions

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

Baird Principal Group Management Company I, LLC reports $22.4 million in regulatory assets under management on its Form ADV.

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

Baird Principal Group Management Company I, LLC reports 3 employees.

Where is Baird Principal Group Management Company I, LLC located?

Baird Principal Group Management Company I, LLC is based in Milwaukee, WI and has been SEC-registered since 2015.

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

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

Contact & registration

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

Regulatory AUM

$22.4M▼ 44%
Mar '25 — $40.3MApr '25 — $40.3MMay '25 — $40.3MJun '25 — $40.3MJul '25 — $40.3MAug '25 — $40.3MSep '25 — $40.3MOct '25 — $40.3MNov '25 — $40.3MDec '25 — $40.3MJan '26 — $40.3MFeb '26 — $40.3MMar '26 — $22.4MApr '26 — $22.4MMay '26 — $22.4MJun '26 — $22.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$22.4Mregulatory AUM
Discretionary $22.4M