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BAIRD STRATEGAS LLC
CRD 149326File 801-116875
APPROVED
Disclosure events
Filing as of Jul 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
490
Not reported accounts
Employees
50
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 28, 2019
- Principal office
- 52 VANDERBILT AVENUE, 19TH FLOOR, NEW YORK, NY, 10017
- Phone
- 212-906-0130
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | 6 | $0 |
| Charitable organizations | 7 | $0 |
| Other investment advisers | 414 | $0 |
| Pooled investment vehicles | 19 | $0 |
| Banking or thrift institutions | 26 | $0 |
| Pension and profit sharing plans | 6 | $0 |
| State or municipal government entities | 9 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — HARD DOLLAR PAYMENT FOR RESEARCH
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | AUM | $0 | — | |
| Aug 12, 2026 | Accounts | 0 | — | |
| Apr 1, 2026 | Employees | 47 | 50 | increased by3 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 474 | 490 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 48 | 47 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 443 | 474 | increased by31 |
| Apr 1, 2022 | Employees | 49 | 48 | decreased by1 |
| Apr 1, 2022 | Clients | 417 | 443 | increased by26 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAIRD STRATEGAS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAIRD STRATEGAS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.