Baird Capital Partners Asia Management I Limited Partnership (Milwaukee)


Baird Capital Partners Asia Management I Limited Partnership is a related adviser based in Milwaukee. It manages $28.04 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2008.

Baird Capital Partners Asia Management I Limited Partnership provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Baird Capital Partners Asia Management I Limited Partnership: assets under management

The assets under management (AUM) of Baird Capital Partners Asia Management I Limited Partnership is $28.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 280419900% since the beginning of its operation, and $1.18 million of the total AUM is attributable to clients outside of the United States.

The firm manages $28.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Baird Capital Partners Asia Management I Limited Partnership for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Baird Capital Partners Asia Management I Limited Partnership serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Baird Capital Partners Asia Management I Limited Partnership is pooled investment vehicles with 2 clients and $19.79 million of assets under management. Among the 3 most similar advisory firms, Baird Capital Partners Asia Management I Limited Partnership has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $28.04 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Baird Capital Partners Asia Management I Limited Partnership also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Baird Capital Partners Asia Management I Limited Partnership

The company employs 8 people that are either part- or full-time employees. 13 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Todd Steven Nichol Chief compliance officer 1 Aug 2007 Other 1121798
Bcpa I (General Partner) Limited General partner 1 May 2008 Other 35-2335239
Robert Edmund Dods Investment committee member 1 May 2008 Other 4881287
Paul Edward Purcell Investment committee member 1 May 2008 Other 844873
Gordon George Pan Investment committee member 1 May 2008 Other 2085716
Paul Lee Schultz Vice president and chief legal officer 1 May 2008 Other 1965163
Bruce Carroll Allen Investment committee member 1 May 2008 Other 1732759
Paul John Carbone Investment committee member 1 May 2008 Other 2147108
Robert E Dods Investment committee member 1 May 2008 Other 4881287
Steven Gregory Booth Investment committee member 1 Jan 2014 Other 2147388
Angela Marie Palmer Chief compliance officer 1 Mar 2014 Other 4915568

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Baird Financial Corporation Shareholder 1 Dec 1982 75% - 100% 39-1289533
Baird Holding Company Shareholder 1 May 2001 75% - 100% 39-2027336
Robert W. Baird & Co. Incorporated Shareholder 1 May 2008 75% - 100% 8158
Inc. Baird Financial Group Shareholder 1 Aug 2012 75% - 100% 80-0844225

Based in Milwaukee

The principal office where Baird Capital Partners Asia Management I Limited Partnership performs its advisory services is located at 777 East Wisconsin Avenue, Milwaukee, WI 53202 5391, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 414-765-3500 or by fax 414-298-7800. The normal business hours are 8:00 am - 5:00 pm central on Monday - Friday. You can find more information about the New York firm at rwbaird.com.