9AT: BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC

other names

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC

Adviser Profile

As of Date	03/31/2025
ADV Location	MILWAUKEE, WI, United States
Adviser Type - Large advisory firm - Related adviser
Number of Employees	16 60%
of those in investment advisory functions	3
Registration	SEC, Approved, 11/23/2018

AUM^*	226,690,000 -8%
of that, discretionary	226,690,000 -8%
Private Fund GAV^*	208,206,000 -5%
Avg Account Size	75,563,333 -8%
SMA’s	No
Private Funds	2
Contact Info	414 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count2	GAV$208,206,000

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund231.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV231.5m	AUM255.4m	#Funds2
Adviser REYNOLDS CHANNEL MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund241.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV241.9m	AUM241.9m	#Funds2
Adviser KM CAPITAL MANAGEMENT, LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM356.8m	#Funds-
Adviser K FUND CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund292.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund311.5m	Other Fund-	Total Private Fund GAV915.6m	AUM342.1m	#Funds13
Adviser SHORELINE CAPITAL MANAGEMENT, LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund218.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV218.8m	AUM162.8m	#Funds3
Adviser NEWPORT CAPITAL GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.2m	AUM1.2b	#Funds1
Adviser MOELIS CAPITAL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund177.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV177.9m	AUM173.3m	#Funds7
Adviser ROCKWOOD EQUITY PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund462.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV462.0m	AUM162.0m	#Funds8
Adviser GRANT AVENUE CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund623.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV623.0m	AUM623.0m	#Funds8
Adviser DENALI GROWTH PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund578.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV578.4m	AUM578.4m	#Funds8

Brochure Summary

Overview

Baird Venture Partners Management Company V, LLC (“Baird Venture V” or the “Adviser”), the registered investment adviser, is a Delaware limited liability company. Baird Venture V was formed to provide “investment supervisory services” to its clients, which consist of private investment-related funds, including Baird Venture Partners V Limited Partnership, BVP V Special Affiliates Limited Partnership and BVP V Affiliates Fund Limited Partnership (collectively, the “Partnerships” or the “Funds,” and together with any future private investment funds, “Private Investment Funds”). Baird Venture V is also the general partner of the Funds (the “General Partner”) and has the authority to make the investment decisions for the Funds and control the business and affairs of the Funds. The General Partner was formed by Venture Capital (“VC”), the U.S. based venture capital group of Baird Capital (“BC”), the global private equity group of Robert W. Baird & Co. Incorporated (“Baird”). BC was founded in 1989 and is headquartered in Chicago, Illinois. Baird is the principal

owner of Baird Venture V. Baird Financial Corporation (“BFC”) owns 100% of Baird and Baird Financial Group, Inc. owns 100% of BFC. The Funds and any other Private Investment 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 each Fund consist of identifying and evaluating investment opportunities, negotiating investments, managing and monitoring investments and achieving dispositions for such investments. As the General Partner provides advisory services to the Funds, 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, Baird Venture V managed approximately $238 million on a discretionary basis and no assets on a non-discretionary basis.

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC

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