9AT: BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC

BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC

BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC

Adviser Profile

As of Date	09/04/2026
Registration	SEC, Approved, 08/21/2015
ADV Location	MILWAUKEE, WI, United States
Contact Info	414 xxxxxxx
Websites

AUM^*	22,409,000 -48%
of that, discretionary	22,409,000 -48%
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	22,409,000 -48%
SMA’s	No
Private Funds	0

Adviser Type

- Related adviser

Client Types

- Investment companies

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

65M 55M 46M 37M 28M 18M 9M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Baird Principal Group Management Company I, LLC (“BPGMC I”), the registered investment adviser, is a Delaware limited liability company. BPGMC I was formed to provide “investment supervisory services” to its clients, which is expected to consist of Baird Principal Group Partners Fund I Limited Partnership, an employee securities company exempt from registration as an investment company pursuant to an application for an exemption granted by the SEC (the “Partnership” and together with any future employee securities company or private investment fund, “Funds”). BPGMC I is also the general partner of the Partnership (the “General Partner") and has the authority to make the investment decisions for the Partnership and control the business and affairs of the Partnership. The General Partner was formed in 2015 by Baird Principal Group (“BPG”), a U.S. based team of Robert W. Baird & Co. Incorporated (“Baird”). BPG was established in 2008 and is based in Milwaukee, Wisconsin and Chicago, Illinois. Baird Financial Corporation

(“BFC”) owns 100% of Baird and Baird Financial Group, Inc. owns 100% of BFC. BFC is the principal owner of BPGMC I. The Partnership and any other Funds that may be formed by the General Partner (or its affiliates) at a later date or that may otherwise become clients of the General Partner are expected to invest through negotiated transactions in operating entities. The General Partner’s investment advisory services to the Partnership consist of identifying and evaluating investment opportunities, negotiating investments, monitoring investments and achieving dispositions for such investments. As the General Partner provides advisory services to the Partnership, the General Partner does not tailor its advisory services to the needs of individual investors nor does it permit individual investors to impose restrictions on investing in certain securities or types of securities. As of December 31, 2023, BPGMC I managed $43.3 million on a discretionary basis and no assets on a non-discretionary basis.