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BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
CRD 269982File 801-105476
APPROVED
Custody
Disclosure events
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$22.4M
Bottom 25% of cohort (national)
Discretionary AUM
$22.4M
Clients
1
1 accounts
Employees
3
Bottom 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 21, 2015
- Principal office
- 777 EAST WISCONSIN AVENUE, MILWAUKEE, WI, 53202
- Phone
- 414-765-3500
- Website
- http://www.rwbaird.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $22.4M
- Discretionary AUM
- $22.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- $22.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $22.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.