Baldwin & Clarke Advisory Services LLC
● SEC registered since 1985CRD 105666SEC# 801-25587Bedford, NH
Reg. AUM
$465.7M
Employees
8
Accounts
631
Location
Bedford, NH
Baldwin & Clarke Advisory Services LLC assets under management
Baldwin & Clarke Advisory Services LLC operates as an SEC-registered investment adviser based in Bedford, NH. The firm has been registered since 1985. It reports $465.7 million in regulatory assets under management and employs 8 people.
Baldwin & Clarke Advisory Services LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Baldwin & Clarke Holding Company, LLC Control | Holding Company | Over 75% | 2020 |
| Kristin Ann Chisamore Control | Cco | Under 5% | 2026 |
| Peter Thomas Clarke Control | Managing Member, Secretary | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Baldwin & Clarke Advisory Services LLC manage?
Baldwin & Clarke Advisory Services LLC reports $465.7 million in regulatory assets under management on its Form ADV.
How many employees does Baldwin & Clarke Advisory Services LLC have?
Baldwin & Clarke Advisory Services LLC reports 8 employees.
Where is Baldwin & Clarke Advisory Services LLC located?
Baldwin & Clarke Advisory Services LLC is based in Bedford, NH and has been SEC-registered since 1985.
Does Baldwin & Clarke Advisory Services LLC disclose fund performance?
Baldwin & Clarke Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Bedford Farms Dr, Suite 102, Bedford, NH 03110 |
| Phone | 603-668-4353 |
| Fax | 603-668-0210 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$465.7M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$465.7Mregulatory AUM
Discretionary $216.6MNon-discretionary $249.1M