Baird Principal Group Management Company II, LLC
● SEC registered since 2018CRD 292786SEC# 801-113194Milwaukee, WI
Reg. AUM
$81.7M
Employees
3
Accounts
1
Location
Milwaukee, WI
Baird Principal Group Management Company II, LLC assets under management
Baird Principal Group Management Company II, LLC operates as an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 2018. It reports $81.7 million in regulatory assets under management and employs 3 people.
Baird Principal Group Management Company II, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Marie Palmer Control | Chief Compliance Officer | Under 5% | 2018 |
| Baird Financial Corporation Control | Direct Owner | Over 75% | 2018 |
| Gordon George Pan | Investment Committee Member | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Baird Principal Group Management Company II, LLC manage?
Baird Principal Group Management Company II, LLC reports $81.7 million in regulatory assets under management on its Form ADV.
How many employees does Baird Principal Group Management Company II, LLC have?
Baird Principal Group Management Company II, LLC reports 3 employees.
Where is Baird Principal Group Management Company II, LLC located?
Baird Principal Group Management Company II, LLC is based in Milwaukee, WI and has been SEC-registered since 2018.
Does Baird Principal Group Management Company II, LLC disclose fund performance?
Baird Principal Group Management Company II, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 777 E. Wisconsin Avenue, Milwaukee, WI 53202 |
| Phone | 414-765-3500 |
| Office hours | 8:00 a.m. To 5:00 p.m. Central |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$81.7M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$81.7Mregulatory AUM
Discretionary $81.7M