|
⚲
|
| Keyboard |
| 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 ($B) |
|---|
| Sector | Form 13F Holdings | Value ($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 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| 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 | 2011 - 2026 |
|---|---|---|---|---|
| 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 | |
| Sanford Keziah | Director | 6 | 2 | |
| Kevin Grieve | Executive Officer | 2 | 2 |
| 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 |