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| Baldwin Investment Management LLC
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| |
|---|---|
| CRD # | 108922 |
| SEC # | 801-56558 |
| CIK # | 0001346378 |
| AUM | $1.1 BB (2024-03-14) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 610-260-1555 |
| Address | 1001 Conshohocken State Road West Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 17.8 | |
| AAPL | 2,382,844.0 | 15.6 | |
| NVDA | 399,550.0 | 14.2 | |
| AVGO | 201,282.9 | 13.2 | |
| LRCX | 60,793.2 | 10.8 | |
| JPM | 340,169.2 | 10.7 | |
| COST | 207,576.9 | 8.6 | |
| LLY | 301,789.7 | 7.4 | |
| AMZN | 1,092,997.8 | 7.1 | |
| GOOGL | 1,475,138.5 | 6.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 268.1 |
| (b) Individuals (high net worth individuals) | 46 | 731.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 82.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 8 | 5.5 |
| Total | 745 | 1,087.1 |
| By Discretionary | ||
| Discretionary | 301 | 832.6 |
| Non-Discretionary | 444 | 254.5 |
| Total | 745 | 1,087.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,087.1 | |
| Total | 745 | 1,087.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001346378] |
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