Baldwin Investment Management, LLC
● SEC registered since 1999CRD 108922SEC# 801-56558West Conshohocken, PA
Reg. AUM
$1.3B
Employees
14
Accounts
707
Location
West Conshohocken, PA
Baldwin Investment Management, LLC assets under management
Baldwin Investment Management, LLC operates as an SEC-registered investment adviser based in West Conshohocken, PA. The firm has been registered since 1999. It reports $1.3 billion in regulatory assets under management and employs 14 people.
Baldwin Investment Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Baldwin Management, LLC Control | Sole Member | Over 75% | 1999 |
| Christina Michelle McCloy Control | Chief Compliance Officer | Under 5% | 2024 |
| Peter Hessenbruch Havens Control | Chairman Of Board Of Managers | 10-25% | 1999 |
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Join to unlock · $37/moFrequently asked questions
How much does Baldwin Investment Management, LLC manage?
Baldwin Investment Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Baldwin Investment Management, LLC have?
Baldwin Investment Management, LLC reports 14 employees.
Where is Baldwin Investment Management, LLC located?
Baldwin Investment Management, LLC is based in West Conshohocken, PA and has been SEC-registered since 1999.
Does Baldwin Investment Management, LLC disclose fund performance?
Baldwin Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1001 Conshohocken State Road, Suite 1-202, West Conshohocken, PA 19428 |
| Phone | 610-260-1555 |
| Fax | 610-260-1551 |
| Office hours | 8:30 - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1346378 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.3B▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.3Bregulatory AUM
Discretionary $1.04BNon-discretionary $258.6M