Baldwin Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,295,038,694
This total excludes 16 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
268
59% high-net worth
Total advisors
3
of 14 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
89
Average account size
$4,832,234
About
Baldwin Investment Management provides discretionary and non‑discretionary portfolio management, financial planning, and access to private funds for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations. The firm reports servicing roughly 268 clients with total assets under management of $1,295,038,694.
Baldwin’s investment process blends fundamental, technical and cyclical analysis with a proprietary quantitative stock‑selection model and a maintained “Working List” of approximately 100 stocks, and it manages asset allocation to each client’s objectives using a required Investment Policy Statement. Fixed‑income work includes laddered maturities, and the firm generally does not accept ESG mandates for discretionary accounts while permitting client‑directed ESG mandates in non‑discretionary relationships after a suitability discussion.
Notable distinctions include separately managed account strategies that may employ derivatives and permit borrowing, and a documented suitability review before recommending private fund investments, including assessment of qualified purchaser status—features that are less common among peer team firms. Baldwin also has an affiliated family office that provides foundation administration, tax preparation and CFO services, and operates with a relatively small advisory team supporting more than $1.2 billion in client assets.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Tax-loss harvesting
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
Negotiated flat retainer fees for non-discretionary advisory and financial planning services
$0 - $1,000,000: 1.0% (Equity and Balanced Portfolios) $1,000,000+: Negotiable (Equity and Balanced Portfolios) $0 - $1,000,000: 0.65% (Fixed Income Portfolios) $1,000,000+: Negotiable (Fixed Income Portfolios)
$300/hour for non-discretionary advisory services; hourly rate for financial planning services
Account minimum: $1,000,000 Fee-only: Hourly rate of $300/hour for non-discretionary advisory services, or flat retainer fee negotiated
Main office location
Baldwin Investment Management, LLC
1001 Conshohocken State Road, Suite 1 202
West Conshohocken PA 19428, United States
Number of offices
2
Most active in
Baldwin Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Delaware · Florida · Massachusetts · New Hampshire · New York · Pennsylvania · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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