Data / Investment advisers / Pennsylvania / Baldwin Investment Management, LLC
Baldwin Investment Management, LLC, West Conshohocken, PA: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Baldwin Investment Management, LLC is an SEC registered investment adviser with its main office in West Conshohocken, Pennsylvania and reports $1.3 billion in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management.
The request: Watch Baldwin Investment Management, LLC (CRD number 108922): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108922
- SEC file number
- 801-56558
- SEC status
- Approved, effective May 26, 1999
- Main office
- 1001 Conshohocken State Road Suite 1-202, West Conshohocken, PA 19428
- Phone
- (610) 260-1555
- Website
- baldwinmgt.com
- Regulatory AUM
- $1,295,038,694 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $1,036,476,287
- Non discretionary AUM
- $258,562,407
- Accounts
- 707
- Employees
- 14, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 157 | $1.12 billion |
| Charitable organizations | 10 | $95.5 million |
| Individuals (other than high net worth individuals) | 111 | $68.3 million |
| Pension and profit sharing plans | Fewer than 5 | $9.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.30 billion | March 16, 2026 |
| December 1, 2025 | $1.23 billion | April 10, 2025 |
Other advisers in West Conshohocken
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fairmount Funds Management LLC | West Conshohocken | $5.80 billion | 6 | adviserinfo.sec.gov |
| HC Capital Partners, LLC | West Conshohocken | $5.21 billion | 29 | adviserinfo.sec.gov |
| PPB Advisors, LLC | West Conshohocken | $4.75 billion | 121 | adviserinfo.sec.gov |
| Sage Financial Group Inc. | West Conshohocken | $4.29 billion | 4 | adviserinfo.sec.gov |
| Tower Bridge Advisors | West Conshohocken | $1.49 billion | 2 | adviserinfo.sec.gov |
| Rhino Investment Partners, Inc. | West Conshohocken | $566.2 million | 1 | adviserinfo.sec.gov |
| Verdis Investment Management, LLC | West Conshohocken | $497 million | 7 | adviserinfo.sec.gov |
| Permit Capital, LLC | West Conshohocken | $491.1 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Conshohocken, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Baldwin Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.