Baird Asia Partners Management Company I, L.L.C. (Milwaukee)


Baird Asia Partners Management Company I, L.L.C. is a related adviser based in Milwaukee. It manages $3.8 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004.

Logo

Baird Asia Partners Management Company I, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Baird Asia Partners Management Company I, L.L.C: assets under management

The assets under management (AUM) of Baird Asia Partners Management Company I, L.L.C. is $3.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Baird Asia Partners Management Company I, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Baird Asia Partners Management Company I, L.L.C serves?

The only and largest group of clients of Baird Asia Partners Management Company I, L.L.C is pooled investment vehicles with 1 clients and $3.8 million of assets under management. Among the 4 most similar advisory firms, Baird Asia Partners Management Company I, L.L.C has the highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $3.8 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Baird Asia Partners Management Company I, L.L.C also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Baird Asia Partners Management Company I, L.L.C.

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Robert W. Baird & Co. Incorporated Member 1 Nov 2004 75% - 100% 8158
Paul Edward Purcell Member, investment committee member 1 Nov 2004 Other 844873
Gordon George Pan Member, inv. committee member, principal 1 Nov 2004 Other 2085716
Robert E Dods Member, investment committee member 1 Nov 2004 Other 4881287
Peter Kwok Keung Chung Member, investment committee member 1 Nov 2004 Other 4881420
Paul John Carbone Member, man. dir, inv. comm member 1 Nov 2004 Other 2147108
Glen Fredrick Hackmann Secretary 1 Nov 2004 Other 232973
Barrett H Tucker Member 1 Nov 2004 Other 2572428
Bo Huang Yu Member 1 Nov 2004 Other 4881423
Todd Steven Nichol Chief compliance officer 1 Nov 2004 Other 1121798
Llc Bap Advisors Member 1 Nov 2004 Other 43-2066438
David Paul Pelisek Member, investment committee member 1 Feb 2012 Other 2452349
Charles Andrew Brickman Member, investment committee member 1 Feb 2012 Other 1576819
Randall Arthur Mehl Member, investment committee member 1 Feb 2012 Other 2638633
Paul Lee Schultz Chief legal officer 1 Mar 2013 Other 1965163
Steven Gregory Booth Member, investment committee member 1 Jan 2014 Other 2147388
Angela Marie Palmer Chief compliance officer 1 Mar 2014 Other 4915568
Robert Douglas Ospalik Member, investment committee member 1 Dec 2016 Other 3062149

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Baird Financial Corporation Shareholder 1 Dec 1982 75% - 100% 39-1289533
Baird Holding Company Shareholder 1 May 2001 75% - 100% 39-2027336
Inc. Baird Financial Group Shareholder 1 Aug 2012 75% - 100% 80-0844225

Based in Milwaukee

The principal office where Baird Asia Partners Management Company I, L.L.C. performs its advisory services is located at 777 E. Wisconsin Avenue, Milwaukee, WI 53202, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 414-765-3500 or by fax 414-298-7800. The normal business hours are 8:00am to 5:00pm central on Monday - Friday. You can find more information about the New York firm at rwbaird.com.