Baird Capital Management Company, 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 $738M in regulatory assets under management, 34 employees, 1 office, and 10 accounts.
Assets Under Management
$738M
Employees
34
Offices
1 office
Total Clients
10
Primary office
MILWAUKEE, WI
777 E. WISCONSIN AVENUE, MILWAUKEE, WI, United States
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 70.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
70.0%
7
2
Investment Cos.
30.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$738Mas of March 31, 2026
Discretionary100.0%
$738M
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$738M
Total Accounts10
10Y AUM Change+$738M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee0:1
10Y Employee Change+24 (+240.0%)
* 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.