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BALDWIN INVESTMENT MANAGEMENT, LLC

dba BALDWIN INVESTMENT MANAGEMENT, LLC · CRD 108922 · Registered Investment Adviser

BALDWIN INVESTMENT MANAGEMENT, LLC is a Registered Investment Adviser headquartered in WEST CONSHOHOCKEN, PA. The firm reports $1,295,038,694 in regulatory assets under management across 707 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,036,476,287
Non-discretionary$258,562,407
Total RAUM$1,295,038,694
Accounts707

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 108922. adviserinfo.sec.gov/firm/summary/108922.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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