Baldwin Wealth Partners, LLC
● SEC registered since 1980CRD 105343SEC# 801-15418Marion, MA
Ranks #2,023 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.33B
Fund GAV
$12M
Private funds
1
Employees
34
Accounts
2,100
Location
Marion, MA
Baldwin Wealth Partners, LLC assets under management
Baldwin Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Marion, MA. The firm has been registered since 1980. It reports $2.3 billion in regulatory assets under management and employs 34 people. Baldwin Wealth Partners, LLC manages 1 private fund with combined gross assets of $12 million, including Group8 Ventures LLC. By regulatory assets, it ranks 2,023 of 6,004 private fund managers.
Baldwin Wealth Partners, LLC private funds
1 funds · $12M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Group8 Ventures LLC | Venture Capital | $12M | $250K |
Baldwin Wealth Partners, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| American Research & Management Co Control | Shareholder | 10-25% | 2022 |
| Eric Haakon Strand Control | President And Chief Execuitve Officer | Under 5% | 2024 |
| Merchant Wealth Partners | Shareholder | 10-25% | 2020 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Baldwin Wealth Partners, LLC manage?
Baldwin Wealth Partners, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Baldwin Wealth Partners, LLC manage?
Baldwin Wealth Partners, LLC manages 1 private funds with combined gross assets of $12 million.
How many employees does Baldwin Wealth Partners, LLC have?
Baldwin Wealth Partners, LLC reports 34 employees.
Where is Baldwin Wealth Partners, LLC located?
Baldwin Wealth Partners, LLC is based in Marion, MA and has been SEC-registered since 1980.
Does Baldwin Wealth Partners, LLC disclose fund performance?
Baldwin Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 204 Spring Street, Marion, MA 02738 |
| Phone | (508) 748-0800 |
| Fax | (508) 748-0806 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1021258 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.33B▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 34%
Larger than 66% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$2.33Bregulatory AUM
Discretionary $2.33BNon-discretionary $4.6M
Service providers
Auditor
Administrator