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| Baldwin Investment Management LLC
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| CRD # | 108922 |
| SEC # | 801-56558 |
| CIK # | 0001346378 |
| AUM | 1,295.0 M (2026-03-16) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-260-1555 |
| Address | 1001 Conshohocken State Road West Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001346378 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 22.1 | ||
| Nvidia Corp | 19.9 | ||
| Lam Research Corp | 18.9 | ||
| Apple Inc | 17.9 | ||
| J P Morgan Chase & Co | 14.2 | ||
| Microsoft Corp | 12.2 | ||
| Costco Wholesale Corp /NEW | 11.5 | ||
| Lilly Eli & Co | 10.1 | ||
| Alphabet Inc | 9.6 | ||
| Amazon Com Inc | 8.7 | ||
| United Technologies Corp /DE/ | 8.6 | ||
| Enterprise Products Partners L P | 7.3 | ||
| Vertex Pharmaceuticals Inc / Ma | 7.0 | ||
| Visa Inc | 6.5 | ||
| AbbVie Inc | 6.2 | ||
| GS Acquisition Holdings Corp | 6.0 | ||
| Caterpillar Inc | 5.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.6 | ||
| Linde PLC | 5.6 | ||
| Goldman Sachs Group Inc | 5.3 | ||
| Intuitive Surgical Inc | 5.0 | ||
| McGraw-Hill Companies Inc | 4.7 | ||
| Eaton Corp Ltd | 4.6 | ||
| BlackRock Inc | 4.4 | ||
| Baker Hughes A GE Co | 4.4 | ||
| Johnson & Johnson | 4.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 68.3 |
| (b) Individuals (high net worth individuals) | 157 | 1,115.4 |
| (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 | 9.1 |
| (h) Charitable organizations | 10 | 95.5 |
| (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 | 6 | 6.7 |
| Total | 707 | 1,295.0 |
| By Discretionary | ||
| Discretionary | 318 | 1,036.5 |
| Non-Discretionary | 389 | 258.6 |
| Total | 707 | 1,295.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,295.0 | |
| Total | 707 | 1,295.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001346378] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
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