Baldwin Wealth Partners LLC

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Baldwin Wealth Partners LLC ✚
CRD #	105343
SEC #	801-15418
CIK #	0001021258
AUM	2,334.7 M (2026-06-23)
Employees	34 (41% Investors, 0% Brokers)
Phone	508-748-0800
Address	204 Spring Street Marion, MA 02738
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

CIK	Period
0001021258	2026-06-30 2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001021258

Sector	Form 13F Holdings	Value ($M)
	Alphabet Inc	103.1
	Apple Inc	101.8
	Nvidia Corp	99.4
	Amazon Com Inc	74.5
	KLA Tencor Corp	67.1
	Microsoft Corp	55.6
	Visa Inc	38.1
	SPDR Gold Trust	31.2
	ASML Holding NV	28.7
	J P Morgan Chase & Co	28.2
	United Rentals Inc /DE	27.1
	Waste Management Inc	26.8
	Blackstone Group LP	25.6
	Analog Devices Inc	24.6
	International Business Machines Corp	22.9
	iShares Comex Gold Trust	22.8
	Costco Wholesale Corp /NEW	22.7
	FPL Group Inc	22.3
	Union Pacific Corp	22.0
	Quanta Services Inc	17.5
	Johnson & Johnson	16.4
	Alphabet Inc	16.1
	Gallagher Arthur J & Co	15.7
	Marriott International Inc /MD/	15.5
	Garmin Ltd	12.8






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Type	Form D Funds	Date	Sold	AUM
VC	Group8 Ventures LLC	[2018-09-13]	0.3 M	12.0 M
	Offered $3,500,000 · Filed 2018-05-03 (D) · Exemption 506(b) · Minimum $1,000 · Remaining $3,150,000 · Duration One year or less · Revenue Decline to Disclose
VC	Bouche Bay	2012-03-28		0.2 M
HF	Excalibur Partners	[2012-03-28]	0.2 M	0.1 M
	Offered $500,000 · Filed 2011-01-12 (D) · Exemption 506 · Minimum $100,000 · Remaining $250,000 · Duration One year or less · Revenue Decline to Disclose
VC	FI Partners	2012-03-28		0.7 M
PE	Flipper Partners	2012-03-28		1.6 M
VC	FO Partners	2012-03-28		1.0 M
PE	Highwater Global Fund	[2012-03-28]	0.4 M	26.1 M
	Offered $1,000,000 · Filed 2010-09-15 (D) · Exemption 506 · Minimum $250,000 · Remaining $590,000 · Duration One year or less · Revenue Decline to Disclose
PE	Highwater Global Fund II	[2012-03-28]	0.3 M	5.7 M
	Offered $500,000 · Filed 2011-01-13 (D) · Exemption 506 · Minimum $100,000 · Remaining $150,000 · Duration One year or less · Revenue Decline to Disclose
HF	Nothung Partners	[2012-03-28]	0.1 M	12.6 M
	Offered $500,000 · Filed 2011-01-13 (D) · Exemption 506 · Minimum $100,000 · Remaining $400,000 · Duration One year or less · Revenue Decline to Disclose
VC	Peter Partners	2012-03-28		0.0 M
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	372	0.1
(b) Individuals (high net worth individuals)	366	2.0
(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	42	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	28	0.1
(n) Other	0	0.0
Total	2,100	2.3
By Discretionary
Discretionary	2,092	2.3
Non-Discretionary	8	0.0
Total	2,100	2.3
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		2.3
Total	2,100	2.3

Form D Directors	Role	# Filings	# Firms
David Barrett	Executive Officer	54	5
William Ruh	Director	20	4
Taylor Baldwin	Executive Officer	33	3
Michael Baldwin	Executive Officer	26	3
John Mannix	Executive Officer	24	3
Baldwin Brothers Inc	Executive Officer, Promoter	24	3
William Marvel	Executive Officer	22	3
Rawleigh Ralls	Director	22	2
Dylan Sage	Executive Officer	12	2
JK Hullett	Executive Officer	7	2
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001021258]

Firm Profile (Form ADV)
Discretionary AUM	$0.8B
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity

Comparable Firms	State	AUM
Brevet Capital Management LLC ✚	NY	2,566.0 M
Basso Capital Management LP ✚	CT	2,558.1 M
Chickasaw Capital Management LLC ✚	TN	2,545.9 M
North Star Investment Management Corporation ✚	IL	2,502.4 M
Bleichroeder LP ✚	NY	2,431.2 M
Spruceview Capital Partners LLC ✚	CO	2,342.5 M
Cramer Rosenthal McGlynn LLC ✚	CT	2,266.4 M
Clear Haven Capital Management LLC ✚	NY	2,183.6 M
Kintegral Advisory LLC ✚	NY	2,138.8 M
NFC Investments LLC ✚	TN	2,137.5 M

Baldwin Wealth Partners LLC

Assets, Funds, Holdings