Private fund adviser · Milwaukee, WI
Baird Venture Partners Management Company IV, LLC
SEC-registered investment adviser · CRD 168956 · SEC 801-78609
At a glance
Baird Venture Partners Management Company IV, LLC is an SEC-registered investment adviser based in Milwaukee, Wisconsin, with $252 million in regulatory assets under management as of its Form ADV filed September 4, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,793rd of 4,686 private fund advisers and 11,048th of 17,210 SEC-registered advisers by assets.
Main office 414-765-3500rwbaird.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $252M
- Rank among private fund advisers
- #3,793 of 4,686
- Rank among all SEC RIAs
- #11,048 of 17,210
- Rank in Wisconsin
- #123 of 195
- Clients
- 3
- Accounts
- 3
- Discretionary
- 100% of AUM
- Employees
- 14
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Paul Lee SchultzChief Legal Officer
- James E. PavlikPrincipal, Investment Committee Member
- Benedict P. RocchioInvestment Committee Member
- Gordon G. PanManager, Investment Committee Member
- Angela Marie PalmerChief Compliance Officer
- Jon A LangenfeldInvestment Committee Member
Custody and brokerage
Custodian
Baird Venture Partners Management Company IV, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Baird Venture Partners Management Company IV, LLC is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Robert W. Baird & Co. Incorporated.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 2 | $228M | 91% |
| Investment companies | 1 | $24M | 9% |
Private funds
Baird Venture Partners Management Company IV, LLC reports 2 private funds with $228M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Baird Venture Partners Management Company IV, LLC answers yes to 7 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗rwbaird.com ↗
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The full record on Baird Venture Partners Management Company IV, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,905 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Baird Venture Partners Management Company IV, LLC manage?
Baird Venture Partners Management Company IV, LLC reports $252 million in regulatory assets under management across 3 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 4, 2026.
What kind of firm is Baird Venture Partners Management Company IV, LLC?
Baird Venture Partners Management Company IV, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Baird Venture Partners Management Company IV, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($228 million, 2 clients); investment companies ($24 million, 1 clients).
Does Baird Venture Partners Management Company IV, LLC manage private funds?
Yes. It reports 2 private funds with $228 million in gross assets, including private equity funds.
Does Baird Venture Partners Management Company IV, LLC have any disciplinary history?
Baird Venture Partners Management Company IV, LLC answers yes to 7 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Baird Venture Partners Management Company IV, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →