Fundraisers / Robert W. Baird & Co. Incorporated

FundraiserRegistered broker-dealer

Robert W. Baird & Co. Incorporated

FINRA 8158 · placing rounds since Mar 2016

12company rounds placed
1in the last two years, last Jun 2025
$781Msold in the rounds they placed
5.8%typical commission; the median firm takes 4.9%

Named on 37 Form D filings as paid to sell the offering: 12 for operating companies, 24 for funds, 1 for real estate. 4 registered agents named.

Quarter by quarter

Company rounds they placed in each quarter, from the filings.

123Q3224Q1125Q2

What they place

12rounds
  • Insurance33%
  • Other17%
  • Biotechnology17%
  • Manufacturing8%
  • Other Health Care8%
  • Other Technology8%
  • Pharmaceuticals8%

How big the rounds are

  1. Under $1M2
  2. $1M to $5M2
  3. $5M to $20M3
  4. $20M to $100M4
  5. $100M+2

Where the companies are

OH4NY3MA2IN2MN1CA1MT1
FiledIssuerIndustrySold
Mar 2026CP EV Fund I, LPPooled Investment Fund-
Aug 2025Centerbridge Falcon Acquisition Fund, L.P.Agents: Robert W. Baird & Co. IncorporatedPooled Investment Fund-
Jun 2025X Cubed Loan Jv I LLCAgents: N/AInvesting$75M
Feb 2025Baird Capital Global Fund III LPPooled Investment Fund-
Feb 2025BCGF III Special Affiliates Fund LPPooled Investment Fund-
Dec 2024JLLX Diversified VIII, DSTAgents: Stephen GrossmanOther Real Estate$14M
Dec 2024JCF V Co-Invest River L.P.Agents: Robert W. Baird & Co. IncorporatedPooled Investment Fund-
Nov 2024FineLine CV LPPooled Investment Fund-
Nov 2024Llcp Lmm Acquisition Fund, L.P.Pooled Investment Fund-
Oct 2024Belnova Capital Fund LLCPooled Investment Fund$272M
May 2024Amberjack Capital Fund III (Parallel), L.P.Pooled Investment Fund-
May 2024Amberjack Capital Fund III, L.P.Pooled Investment Fund-
Apr 2024New Harbor Manatee Fund-A, LPPooled Investment Fund-
Apr 2024New Harbor Manatee Fund, LPPooled Investment Fund-
Mar 2024Applied Therapeutics, Inc.Biotechnology$100M
Mar 2024Crinetics Pharmaceuticals, Inc.Biotechnology$350M
Sept 2023American Aerogel CorpOther$40M
Dec 2022Karyopharm Therapeutics Inc.Pharmaceuticals$165M
Nov 2022Baird Venture Partners VI LPPooled Investment Fund-
Nov 2022BVP VI Special Affiliates Fund LPPooled Investment Fund-
Dec 2020Valley Rural Utility CoElectric Utilities$12M
Jul 2020Bcgf Ii Special Affiliates Limited PartnershipPooled Investment Fund-
Jul 2020Baird Capital Global Fund Ii Limited PartnershipPooled Investment Fund-
Jun 2020Decatur County Rural Water CorpOther$4.2M
Sept 2019Clearisle Capital Fund LLCPooled Investment Fund-
Dec 2018Greenhouse Long Only Onshore Fund LPPooled Investment Fund-
Dec 2018Bvp V Special Affiliates Fund Limited PartnershipPooled Investment Fund-
Dec 2018Baird Venture Partners V Limited PartnershipPooled Investment Fund-
Sept 2018Belgard Capital Fund LLCPooled Investment Fund-
Apr 2017Baird Capital Global Fund I-De LPPooled Investment Fund$302M
Feb 2017Nationwide Private Placement Variable AccountAgents: Malcolm Liles, William LilesInsurance$3.4M
Feb 2017Nationwide Private Placement Variable AccountAgents: Malcolm Liles, William LilesInsurance$13M
Nov 2016Nationwide Private Placement Variable AccountAgents: Malcolm Liles, William LilesInsurance$137k
Jul 2016Bcgf I Special Affiliates LPPooled Investment Fund-
Jul 2016Baird Capital Global Fund I LPPooled Investment Fund-
Jul 2016Simms Fishing Products LLCManufacturing-
Mar 2016Nationwide Private Placement Variable AccountAgents: Malcolm Liles, William LilesInsurance$764k
Oct 2014Phreesia, Inc.Other Health Care$30M
Oct 2014Cognoptix, Inc.Other Technology$13M
Feb 2014Baird Venture Partners Iv Limited PartnershipPooled Investment Fund-

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

Founders who worked with them

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