Baird Venture Partners Management Company Iv, Llc
- Regulatory AUM
- $252M
- Discretionary
- $252M
- Clients
- 3
- Avg AUM / client
- $84.0M
- 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 | $23.6M | 9.36% |
| Pooled investment vehicles (non-investment companies) | 2 | $228M | 90.6% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $215M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Baird Venture Partners Iv Limited Partnership | Private Equity Fund | Delaware | $186M | 105 |
| Bvp Iv Special Affiliates Fund Limited Partnership | Private Equity Fund | Delaware | $29.3M | 30 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gordon George Pan | Manager, Investment Committee Member | Jul 2013 (13y) | Less than 5% | |
| James Edward Pavlik | Principal, Investment Committee Member | Jul 2013 (13y) | Less than 5% | |
| Langenfeld, Jon, A | Investment Committee Member | Jul 2013 (13y) | Less than 5% | |
| Rocchio, Benedict, Patrick | Principal, Investment Committee Member | Jul 2013 (13y) | Less than 5% | |
| Schultz, Paul, Lee | Chief Legal Officer | Jul 2013 (13y) | Less than 5% | |
| Palmer, Angela, Marie | Chief Compliance Officer | Mar 2014 (12y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Member | Jul 2013 | 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, $215M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Baird Venture Partners Iv Limited Partnership | Private Equity Fund | $186M | $250K | 105 |
| Bvp Iv Special Affiliates Fund Limited Partnership | Private Equity Fund | $29.3M | $250K | 30 |
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) ↗