Baird Venture Partners Management Company Iii, Llc
- Regulatory AUM
- $1.3M
- Discretionary
- $1.3M
- Clients
- 3
- Avg AUM / client
- $441K
- Accounts
- 3
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $262K | 19.8% |
| Pooled investment vehicles (non-investment companies) | 2 | $1.1M | 80.2% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Baird Venture Partners Iii Limited Partnership | Private Equity Fund | Delaware | $900K | 30 |
| Bvp Iii Special Affiliates Limited Partnership | Private Equity Fund | Delaware | $381K | 70 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schultz, Paul, Lee | Secretary And Chief Legal Officer | Aug 2007 (19y) | Less than 5% | |
| James Edward Pavlik | Principal, Investment Committee Member | Feb 2011 (16y) | Less than 5% | |
| Rocchio, Benedict, Patrick | Principal, Investment Committee Member | Feb 2011 (16y) | Less than 5% | |
| Gordon George Pan | Manager, Investor, Committee Member | Feb 2012 (15y) | Less than 5% | |
| Palmer, Angela, Marie | Chief Compliance Officer | Mar 2014 (12y) | Less than 5% | |
| Langenfeld, Jon, A | Investment Committee Member | Aug 2016 (10y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Member | Aug 2007 | A | 75% or more |
| Baird Financial Corporation | Shareholder | Dec 1982 | B | ≈ 56.25% – 100% via Robert W. Baird & Co. Incorporated |
| Baird Financial Group, Inc. | Shareholder | Dec 2020 | B | ≈ 42.19% – 100% via Baird Financial Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Baird Financial Corporation: 75% – 100% of Robert W. Baird & Co. Incorporated × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Baird Financial Group, Inc.: 75% – 100% of Baird Financial Corporation × 75% – 100% of Robert W. Baird & Co. Incorporated × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $1.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Baird Venture Partners Iii Limited Partnership | Private Equity Fund | $900K | $250K | 30 |
| Bvp Iii Special Affiliates Limited Partnership | Private Equity Fund | $381K | $250K | 70 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 2.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗