ROBERT W. BAIRD & CO. INCORPORATED

other names
Robert W. Baird & Co. is an American multinational independent investment bank and financial services company. It is the principal U.S. operating subsidiary of Baird, an international, employee-owned financial services firm providing investment banking, capital markets, private equity, wealth management, and asset management services to individuals, corporations, institutional investors, and municipalities.
Revenue $2.3 b
Headquarters Milwaukee, Wisconsin
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Adviser Profile
As of Date 06/27/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 4,069 -0.05%
of those in investment advisory functions 2,966 -0.30%
Registration SEC, Approved, 07/14/1971
AUM* 287,514,955,453 16.03%
of that, discretionary 211,546,872,096 19.45%
Private Fund GAV* 172,662,706
Avg Account Size 867,315 10.63%
% High Net Worth 28.11% 11.48%
SMA’s Yes
Private Funds 3
Contact Info 414 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
205B 175B 146B 117B 88B 58B 29B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$170,325,799
Fund TypeOther Private Fund Count2 GAV$2,336,907

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Brochure Summary

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