The BAIRD GROUP is a privately held investment adviser that advises $514.45Bn in regulatory assets under management held in 4 SEC fund types across 6 investment strategies. BAIRD GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 149.41% over the last 5-years.
The Group has been registered with the SEC for 54.59 years and is comprised of 12 filing and 2 relying advisers. They operate out of 31 office locations with their Headquarters at 777 E. WISCONSIN AVENUE, MILWAUKEE, WI. The Group has been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 4,312 employees comprised of 3,088 investment and 1,224 non-investment staff. The total number of Employees increased by 13.71% over the last 5-years.
Their $514.45Bn in assets advised are owned by 53 private funds, 27 public funds and BDCs and 5,468 other accounts. Assets of Investment Companies (IC) clients own $302.72Bn or 58.84% of Total Assets and High Net Worth Individuals own $114.68Bn or 22.29% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Traditional LBO, representing 95.27%, 3.42% and 0.6% of total assets, respectively.
They advise 12 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 8 Fund Administrators, 4 Fund Auditors, 3 Prime Brokers, 11 Custodians and 5 Marketers. It does not report a third-party Fund Administrator in 22 private funds with $4.45Bn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
BAIRD GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.
They have a HIGH-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In BAIRD GROUP's case, they have 34 business conditions that require high process maturity and 3 Watch Factors.