United States · 
What does Baird Capital invest in?
Baird Capital invests most often at Series A and Series B (57% of the rounds on record), in sectors such as AI & Machine Learning, Apps and Artificial Intelligence & Machine Learning (AI/ML).
Baird Capital highlights
- 01
78 rounds on record
- 02
Mostly Series A and Series B: 57% of its rounds
- 03
Sole investor in 15 rounds, median $4.0M
- 04
6 exits from the portfolio
What they do
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm.From their own website
- Type
- Wealth manager
- Cheque size
- Not stated
- Stages
- GrowthPre-seedSeedSeries ASeries B
- Sectors
- AI & Machine LearningAppsArtificial Intelligence & Machine Learning (AI/ML)
- Based in
- Madison, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first78 appearances
- 2025
1 round
- Sept
- 2019
5 rounds
- Nov
- May
- Apr
- Apr
- Jan
- 2018
3 rounds
- Oct
- May
- Feb
- 2017
2 rounds
- Jul
- Jan
- 2016
2 rounds
- Aug
- Jun
- 2015
8 rounds
- Nov
- Aug
- Jun
- May
- Mar
- Mar
- Jan
- Jan
- 2014
8 rounds
- Dec
- Jul
- Jun
- May
- Apr
- Apr
- Apr
- Jan
- 2013
9 rounds
- Dec
- Nov
- Sept
- Aug
- Jun
- May
- Mar
- Feb
- Jan
- 2012
7 rounds
- Dec
- Dec
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration24 named
AFAndrew FergusonDirectoriForm ADV
AMAngela Marie PalmerChief Compliance OfficeriForm ADV
BPBenedict Patrick RocchioPrincipal, Investment Committee MemberiForm ADV
CACharles Andrew BrickmanExecutive Officer, PromoteriFiling they signed
CLChrista Lynn GraversonChief Compliance OfficeriForm ADV
DPDavid Paul PelisekExecutive Officer, PromoteriFiling they signed
DJDennis John HallDirectoriForm ADV
GGGordon George PanManager, Investor, Committee MemberiForm ADV
JEJames Edward PavlikPrincipal, Investment Committee MemberiForm ADV
JOJames Oliver BenfieldDirectoriForm ADV
JJJohn Jameson NeisPartner and Investment Committee MemberiForm ADV
JAJon A LangenfeldInvestment Committee MemberiForm ADV
LKLaura K ThurowChief Operations OfficeriForm ADV
MEMary Ellen StanekDirectoriForm ADV
MJMichael John SchroederDirectoriForm ADV
PSPatrick Steven LawtonDirectoriForm ADV
PEPaul Edward PurcellExecutive OfficeriFiling they signed
PJPaul John CarboneExecutive Officer, PromoteriFiling they signed
PLPaul Lee SchultzSecretary and Chief Legal OfficeriForm ADV
RARandall Arthur MehlExecutive Officer, PromoteriFiling they signed
RJRobert John VenableExecutive OfficeriFiling they signed
SGSteve G. BoothExecutive OfficeriFiling they signed
SGSteven Gregory BoothInvestment Committee MemberiForm ADV
TPTerrance Patrick MaxwellInvestment Committee MemberiForm ADV
We also hold 58 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$395Bassets it manages, 9 advisers combinedOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Baird Principal Group Management Company, LLC
- SEC number
- CRD 145166
Funds on its Form ADV
16 private funds, $1.4B in gross assets · filed Mar 2024
Private equity 13Long only equity fund 2Hedge 1
- Baird Capital Global Fund II Limited PartnershipPrivate equity195 investors$311M
- Baird Venture Partners V Limited PartnershipPrivate equity140 investors$198M
- Baird Venture Partners VI L.P.Private equity190 investors$189M
- Baird Venture Partners IV Limited PartnershipPrivate equity105 investors$186M
- Chautauqua International Growth Equity QP Fund L.P.Hedge4 investors$170M
- Baird Capital Global Fund I L.P.Private equity130 investors$137M
- BCGF II Special Affiliates Limited PartnershipPrivate equity80 investors$90M
- BCGF I Special Affiliates L.P.Private equity40 investors$41M
- BVP IV Special Affiliates Fund Limited PartnershipPrivate equity30 investors$29M
- BVP V Special Affiliates Fund Limited PartnershipPrivate equity30 investors$21M
And 6 more on the filing.
What they claim to have backed
From their own portfolio page (on their website)
0 of 13 we have independently watched raise
2025 Fortune 100Baird EuropeBaird FundsBaird TrustBaird Trust PortalBairdcareersConferencesFINRA's BrokerCheckMacro Research byMember SIPCPrivate EquityPrivate Wealth ManagementWealth & Family Office
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.
Exits from the portfolio
Companies it backed that were later bought or listed6 in all
CoalfireBought by The Carlyle GroupUndisclosedSept 2015
PathCentralBought by XIFINUndisclosedAug 2013
Accuri CytometersBought by (Becton, Dickinson and Company)UndisclosedMar 2011
Interlace MedicalBought by Hologic$125MJan 2011
EncoverBought by Concentrix Corporation$24MNov 2010
An exit counts when it came after the firm's first round in the company. From historical deal records.
Companies it bought
Acquisitions by the firm itself
SloanLEDUndisclosedMay 2015
Alpha SourceUndisclosedApr 2015
Clearwater GroupUndisclosedMar 2015