Investment adviser · CRD 105343

BALDWIN WEALTH PARTNERS, LLC

Investment adviser filing (IA)

MARION, MA, United States · Form ADV filed Sep 2, 2026

Regulatory AUM: $2.33B
Client accounts: 2,100
Employees: 34
Advisory professionals: 14

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	366	$1,993,821,418	85.4%
Individuals	372	$130,794,066	5.6%
Charities	42	$121,517,496	5.2%
Corporations & businesses	28	$75,663,444	3.2%
Pooled investment vehicles	1	$12,023,727	0.5%
Retirement plans	Fewer than 5	$899,203	0.0%

Filing source

Form ADV 2130234 · Sep 2, 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

19 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GROUP8 VENTURES LLCVenture Capital Fund · Last reported Sep 2, 2026$12MGross asset value

Form D fundraising filings

Group8 Ventures LLC

Fund administrator FINANCIAL SOLUTIONS SAGAMORE BEACH, Massachusetts, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor WHITLEY PENN FORT WORTH, Texas, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

WHITLEY PENN
PCAOB 726

Fund details & source

Fund ID: 805-3521310020
Reported beneficial owners: 5
Minimum commitment: $250K
Form D file number: 021-311559

Form ADV 2130234 · Sep 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HIGHWATER GLOBAL FUNDPrivate Equity Fund · Last reported Oct 13, 2016$26.1MGross asset value

Form D fundraising filings

Highwater Global Fund LLC

Fund administrator APEX FUND SERVICES RED BANK, New Jersey, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor WOLF & CO. BOSTON, Massachusetts, United States

Custodian SILVER LEAF PARTNERS, LLC NEW YORK, New York, United States Related to adviser: No

Prime broker SILVER LEAF PARTNERS, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SILVER LEAF PARTNERS, LLC
SEC 8-65902

SILVER LEAF PARTNERS, LLC
CRD 126694 · SEC 8-65902

Fund details & source

Fund ID: 805-8154877333
Reported beneficial owners: 52
Minimum commitment: $250K
Form D file number: 021-147778

Form ADV 1045124 · Oct 13, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INCOME & IMPACT FUND LLCOther Private Fund · Last reported Oct 13, 2016$11.7MGross asset value

Fund administrator APEX FUND SERVICES RED BANK, New Jersey, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor WOLF & CO BOSTON, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-1498624239
Reported beneficial owners: 51
Minimum commitment: $200K
Form D file number: 021-209442

Form ADV 1045124 · Oct 13, 2016 · Schedule D 7.B.(1)

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 MARKET IMPACT FUND I, L.P.Venture Capital Fund · Last reported Oct 13, 2016$10.7MGross asset value

Fund administrator APEX FUND SERVICES RED BANK, New Jersey, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor WOLF & CO. BOSTON, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-6556490822
Reported beneficial owners: 37
Minimum commitment: $250K
Form D file number: 021-256838

Form ADV 1045124 · Oct 13, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NOTHUNG PARTNERSHedge Fund · Last reported Oct 23, 2013$10.4MGross asset value

Form D fundraising filings

NOTHUNG PARTNERS LLP

Fund administrator APEX FUND SERVICES RED ROCK, New Jersey, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-6147728943
Reported beneficial owners: 47
Minimum commitment: $250K
Form D file number: 021-153712

Form ADV 759456 · Oct 23, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHAT IF FUND II LLCPrivate Equity Fund · Last reported Oct 23, 2013$7.23MGross asset value

Form D fundraising filings

What If Fund II LLC

Fund administrator APEX FUND SERVICES RED BANK, New Jersey, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor GRASSI & CO. NEW YORK, New York, United States

Custodian SILVER LEAF PARTNERS, LLC NEW YORK, New York, United States Related to adviser: No

Prime broker SILVER LEAF PARTNERS, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SILVER LEAF PARTNERS, LLC
SEC 8-65902

SILVER LEAF PARTNERS, LLC
CRD 126694 · SEC 8-65902

Fund details & source

Fund ID: 805-4586333242
Reported beneficial owners: 25
Minimum commitment: $250K
Form D file number: 021-151801

Form ADV 759456 · Oct 23, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HIGHWATER GLOBAL FUND IIPrivate Equity Fund · Last reported Oct 13, 2016$5.74MGross asset value

Form D fundraising filings

HIGHWATER GLOBAL FUND II LLC

Fund administrator APEX FUND SERVICES RED BANK, New Jersey, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor WOLF & CO. BOSTON, Massachusetts, United States

Custodian SILVER LEAF PARTNERS, LLC NEW YORK, New York, United States Related to adviser: No

Prime broker SILVER LEAF PARTNERS, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SILVER LEAF PARTNERS, LLC
SEC 8-65902

SILVER LEAF PARTNERS, LLC
CRD 126694 · SEC 8-65902

Fund details & source

Fund ID: 805-5290242012
Reported beneficial owners: 10
Minimum commitment: $250K
Form D file number: 021-153719

Form ADV 1045124 · Oct 13, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 2, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

204 SPRING STREET
MARION, MA, 02738, United States

CRD 105343

Filing source

Form ADV 2130234 · Sep 2, 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.