Firm profile

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC

MILWAUKEE, WICRD 298155Latest ADV March 31, 2026

Baird Venture Partners Management Company V, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 31, 2026, reports $195M in regulatory assets under management, 14 employees, 1 office, and 3 accounts.

Assets Under Management
$195M
Employees
14
Offices
1 office
Total Clients
<5
Primary office
MILWAUKEE, WI
777 EAST WISCONSIN AVENUE, MILWAUKEE, WI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAngela M. Palmer

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
2
2
Investment Cos.
33.3%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$195Mas of March 31, 2026
Discretionary100.0%
$195M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$195M
Total Accounts3
10Y AUM Change+$195M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee0:1
10Y Employee Change+6 (+75.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.