ROBERT W. BAIRD & CO. INCORPORATED

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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, 7/14/1971
AUM* 287,514,955,453 16.03%
of that, discretionary 211,546,872,096 19.45%
Private Fund GAV* 172,662,706 19.73%
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

Recent News

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

Overview

Baird is privately-held, employee-owned global investment and wealth management firm formed in the State of Wisconsin in 1919. Baird is owned indirectly by its associates through several holding companies. Baird is owned directly by Baird Financial Corporation (“BFC”). BFC is, in turn, owned by Baird Financial Group, Inc. (“BFG”), which is the ultimate parent company of Baird. Associates of Baird own substantially all of the outstanding stock of BFG. Baird offers various investment advisory services to clients, including services not described in this Brochure. The investment advisory services Baird offers include: portfolio management and analysis; analysis and recommendations
regarding asset allocation and investment strategies; research, analysis and recommendations regarding investment managers and individual securities; investment consulting; financial planning; investment policy development; and account performance monitoring. Baird also offers clients execution of brokerage transactions and administrative services, including maintaining custody of account assets. Clients may also negotiate other services with Baird. Baird offers its services separately or in combination with other services. DDK and Baird tailor advisory services to the individual needs of clients. For more information about the services offered by DDK and Baird, please see “Services,