Baird Principal Group Management Company, LLC
● SEC registered since 2023CRD 326646SEC# 801-128232Milwaukee, WI
Reg. AUM
$83.7M
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 $83.7 million in regulatory assets under management and employs 3 people.
Baird Principal Group Management Company, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Marie Palmer Control | Chief Compliance Officer | Under 5% | 2023 |
| Gordon George Pan | Investment Committee Member | Under 5% | 2023 |
| John Jameson Neis Control | Partner And Investment Committee Member | Under 5% | 2023 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Baird Principal Group Management Company, LLC manage?
Baird Principal Group Management Company, LLC reports $83.7 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
| 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
$83.7M▼ 2%
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
$83.7Mregulatory AUM
Discretionary $83.7M