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BAIRD GROUP

Business and Investment Profile

The BAIRD GROUP is a privately held investment adviser that advises $395.1Bn in regulatory assets under management held in 4 SEC fund types across 6 investment strategies. BAIRD GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 66.15% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 55.08 years and is comprised of 12 filing and 2 relying advisers. They operate out of 31 office locations with their Headquarters at 777 E. WISCONSIN AVENUE, MILWAUKEE, WISCONSIN. The Group has been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.

Employee Profile

They have 4,461 employees comprised of 3,214 investment and 1,247 non-investment staff. The total number of Employees increased by 20.15% over the last 5-years.

Asset Profile

Their $395.1Bn in assets advised are owned by 48 private funds, 24 public funds and BDCs and 5,653 other accounts. Assets of Investment Companies (IC) clients own $158.78Bn or 40.19% of Total Assets and High Net Worth Individuals own $135.04Bn or 34.18% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Traditional LBO, representing 95.15%, 3.03% and 0.94% of total assets, respectively.

Client Profile

They advise 12 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.

Service Provider Profile

The Group uses 8 Fund Administrators, 4 Fund Auditors, 3 Prime Brokers, 11 Custodians and 6 Marketers. It does not report a third-party Fund Administrator in 24 private funds with $4.09Bn in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

BAIRD GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.

Full profile: BAIRD GROUP

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Generated 2026-09-12T06:47:43.163718.  © 2026 Convergence.