Robert W. Baird & Co. Incorporated
● SEC registered since 1971CRD 8158SEC# 801-7571Milwaukee, WI
Ranks #37 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$394.07B
Fund GAV
$527.7M
Private funds
3
Employees
4,322
Accounts
367,123
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 $394.1 billion in regulatory assets under management and employs 4,322 people. Robert W. Baird & Co. Incorporated manages 3 private funds with combined gross assets of $527.7 million, including Chautauqua International Growth Equity Qp Fund LP. By regulatory assets, it ranks 37 of 6,004 private fund managers.
Robert W. Baird & Co. Incorporated private funds
3 funds · $527.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Chautauqua International Growth Equity Qp Fund LP | Hedge | $524.2M | $25M |
| Chautauqua Global Growth Equity Qp Fund LP | Other Private | $1.9M | $25M |
| Chautauqua Series Fund, LLC (chautauqua New World Growth Equity Series) | Other Private | $1.7M | $25M |
Robert W. Baird & Co. Incorporated owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Marie Palmer Control | Registered Investment Advisor Cco | Under 5% | 2014 |
| Baird Financial Corporation Control | Shareholder | Over 75% | 1982 |
| Christa Lynn Graverson Control | Chief Compliance Officer | Under 5% | 2022 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Robert W. Baird & Co. Incorporated manage?
Robert W. Baird & Co. Incorporated reports $394.1 billion 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 $527.7 million.
How many employees does Robert W. Baird & Co. Incorporated have?
Robert W. Baird & Co. Incorporated reports 4,322 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
| Address | 777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 |
| Phone | 414-765-3500 |
| Office hours | 8:00 a.m. To 5:00 p.m. Central |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 810972 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$394.07B▲ 1151666%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 1%
Larger than 99% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$394.07Bregulatory AUM
Discretionary $289.49BNon-discretionary $104.58B
Fund type mix
Other Private2
Hedge1