LP Profile

Baldwin Investment Management

Also known as Baldwin

Multi Family Office (MFO)Conshohocken, United StatesFounded 1999
$1.0B
Assets Under Management
Conshohocken
Headquarters
Investment Focus

About Baldwin Investment Management

Baldwin Investment Management is an investment advisory firm based in Conshohocken, Pennsylvania. Established in 1999, the firm provides its client's answers to the challenges of wealth management with an array of financial services. Baldwin Management is a private and independently owned firm created to serve families, foundations, and non-profit institutions as investment advisors, family office specialists, and financial planners. The assets of the firm are managed by the executive management team.

Preferred Investment Types

BuyoutGrowthNatural ResourcesReal Assets & Natural Resources - GeneralReal EstateVenture (General)Early StageExpansion / Late Stage

Preferred Sectors & Themes

Financial ServicesBusiness Services

Preferred Geographies

North AmericaSouth AmericaSouthSouthwestTexas
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Baldwin Investment Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.3B
Total Clients
707
Filing Date
March 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Baldwin Investment Management across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is Baldwin Investment Management?

Baldwin Investment Management is a multi family office (mfo) based in Conshohocken, United States, managing approximately $1.0B in assets.

Where is Baldwin Investment Management headquartered?

Baldwin Investment Management is headquartered in Conshohocken, United States.

How much does Baldwin Investment Management manage?

Baldwin Investment Management manages approximately $1.0B in assets under management.

When was Baldwin Investment Management founded?

Baldwin Investment Management was founded in 1999.

What does Baldwin Investment Management invest in?

Baldwin Investment Management focuses on Buyout, Growth, Natural Resources, Real Assets & Natural Resources - General, Real Estate, Venture (General), Early Stage, Expansion / Late Stage.

How can I contact Baldwin Investment Management?

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