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| Happy Holidays!! thanks for using AUM13F!! |
| Baldwin Wealth Partners LLC
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| CRD # | 105343 |
| SEC # | 801-15418 |
| CIK # | 0001021258 |
| AUM | $2.4 B (2025-07-09) |
| Employees | 33 (42% Investors, 0% Brokers) |
| Phone | 508-748-0800 |
| Address | 204 Spring Street Marion, MA 02738 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 85.2 | ||
| Apple Inc | 80.9 | ||
| Amazon Com Inc | 75.5 | ||
| Nvidia Corp | 70.8 | ||
| Alphabet Inc | 63.0 | ||
| VISA Inc | 44.0 | ||
| Costco Wholesale Corp /NEW | 37.9 | ||
| Blackstone Group LP | 35.6 | ||
| KLA Tencor Corp | 34.2 | ||
| Waste Management Inc | 31.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Group8 Ventures LLC | [2018-09-13] | 0.3 | 10.3 |
| VC | Bouche Bay | 2012-03-28 | 0.2 | |
| HF | Excalibur Partners | [2012-03-28] | 0.2 | 0.1 |
| VC | FI Partners | 2012-03-28 | 0.7 | |
| PE | Flipper Partners | 2012-03-28 | 1.6 | |
| VC | FO Partners | 2012-03-28 | 1.0 | |
| PE | Highwater Global Fund | [2012-03-28] | 0.4 | 26.1 |
| PE | Highwater Global Fund II | [2012-03-28] | 0.3 | 5.7 |
| HF | Nothung Partners | [2012-03-28] | 0.1 | 12.6 |
| VC | Peter Partners | 2012-03-28 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 399 | 0.1 |
| (b) Individuals (high net worth individuals) | 370 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 34 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,252 | 2.4 |
| By Discretionary | ||
| Discretionary | 2,244 | 2.4 |
| Non-Discretionary | 8 | 0.0 |
| Total | 2,252 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 2.4 | |
| Total | 2,252 | 2.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| David Barrett | 53 | |||
| William Ruh | 20 | |||
| Taylor Baldwin | 33 | |||
| Michael Baldwin | 26 | |||
| John Mannix | 24 | |||
| William Marvel | 22 | |||
| Dylan Sage | 12 | |||
| Baldwin Brothers Inc | 24 | |||
| Rawleigh Ralls | 22 | |||
| Jk Hullett | 7 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001021258] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hilton Capital Management LLC
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|
NY | 2.9 |
|
Gleneagles Investment Advisors LLC
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|
GA | 2.7 |
|
Cramer Rosenthal McGlynn LLC
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CT | 2.4 |
|
Brevet Capital Management LLC
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NY | 2.3 |
|
North Star Investment Management Corporation
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|
IL | 2.3 |
|
Spruceview Capital Partners LLC
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|
CO | 2.3 |
|
Bleichroeder LP
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|
NY | 2.2 |
|
Kintegral Advisory LLC
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|
NY | 2.1 |
|
Point Olema Capital Partners LP
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|
CA | 2.0 |
|
NFC Investments LLC
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|
TN | 2.0 |