|
⚲
|
| Baldwin Investment Management LLC
✚
|
|
|---|---|
| CRD # | 108922 |
| SEC # | 801-56558 |
| CIK # | 0001346378 |
| AUM | $1.2 B (2025-04-10) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 610-260-1555 |
| Address | 1001 Conshohocken State Road West Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 21.0 | ||
| Nvidia Corp | 19.1 | ||
| Microsoft Corp | 16.3 | ||
| Apple Inc | 14.9 | ||
| J P Morgan Chase & Co | 14.2 | ||
| Lam Research Corp | 9.9 | ||
| Costco Wholesale Corp /NEW | 9.9 | ||
| Amazon Com Inc | 9.2 | ||
| VISA Inc | 7.6 | ||
| Lilly Eli & Co | 7.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 42.2 |
| (b) Individuals (high net worth individuals) | 165 | 1,085.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.0 |
| (h) Charitable organizations | 5 | 82.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 12.9 |
| (n) Other | 6 | 3.6 |
| Total | 685 | 1,234.3 |
| By Discretionary | ||
| Discretionary | 320 | 936.9 |
| Non-Discretionary | 365 | 297.4 |
| Total | 685 | 1,234.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,234.3 | |
| Total | 685 | 1,234.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001346378] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
One Way Holdings LLC
✚
|
TX | 1.3 |
|
CS Planning Corp
✚
|
OR | 1.3 |
|
Alterna Wealth Management Inc
✚
|
TX | 1.2 |
|
Financial Plan Inc
✚
|
WA | 1.2 |
|
Barlow Wealth Partners LLC
✚
|
KY | 1.2 |
|
J L Bainbridge & Co Inc
✚
|
FL | 1.2 |
|
Professional Advisory Services Inc
✚
|
FL | 1.2 |
|
ETZ Advisory LLC
✚
|
1.2 | |
|
Callahan Advisors LLC
✚
|
TX | 1.2 |
|
Class VI Family Office LLC
✚
|
CO | 1.2 |