BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

other names
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Adviser Profile
As of Date 03/27/2024
Adviser Type - Large advisory firm
- Related adviser
Number of Employees 10
of those in investment advisory functions 3
Registration SEC, Approved, 10/08/2013
AUM* 237,466,000 -4.19%
of that, discretionary 237,466,000 -4.19%
Private Fund GAV* 215,234,000 -4.19%
Avg Account Size 79,155,333 -4.19%
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

Recent News

Reported AUM

Discretionary
Non-discretionary
276M 236M 197M 158M 118M 79M 39M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$215,234,000

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Brochure Summary

Overview

Baird Venture Partners Management Company IV, LLC (“Baird Venture IV” or the “Adviser”), the registered investment adviser, is a Delaware limited liability company. Baird Venture IV was formed to provide “investment supervisory services” to its clients, which consist of private investment-related funds, including Baird Venture Partners IV Limited Partnership, BVP IV Special Affiliates Limited Partnership and BVP IV Affiliates Fund Limited Partnership (collectively, the “Partnerships” or the “Funds,” and together with any future private investment funds, “Private Investment Funds”). Baird Venture IV 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 IV. 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. However, the General Partner has entered into side letters with certain investors in which the General Partner has certain obligations. Those obligations include the requirement to make certain investments in the State of Michigan and provide certain reports to a particular investor. If the General Partner does not make certain types of investments in the State of Michigan and/or provide certain reports to a certain investor, the General Partner may have to refund and/or reduce the management fee paid or payable by such investor. As of December 31, 2023, Baird Venture IV managed $237.5 million on a discretionary basis and no assets on a non-discretionary basis.