Investment adviser · CRD 108922
BALDWIN INVESTMENT MANAGEMENT, LLC
Investment adviser filing (IA)
WEST CONSHOHOCKEN, PA, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $1.3B Form ADV · Item 5.F
- Client accounts
- 707 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 157 | $1,115,377,275 | 86.1% |
| Charities | 10 | $95,541,089 | 7.4% |
| Individuals | 111 | $68,329,063 | 5.3% |
| Retirement plans | Fewer than 5 | $9,122,230 | 0.7% |
| Other clients | 6 | $6,669,037 | 0.5% |
Filing source
Form ADV 2071368 · Mar 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
1001 CONSHOHOCKEN STATE ROAD, SUITE 1-202WEST CONSHOHOCKEN, PA, 19428, United States
CRD 108922
Filing source
Form ADV 2071368 · Mar 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.