LP Profile

Baldwin Wealth Partners

Also known as baldwin wealth

Wealth ManagerMarion, United StatesFounded 1974
$1.9B
Assets Under Management
Marion
Headquarters
Investment Focus

About Baldwin Wealth Partners

Baldwin Wealth Partners is an investment advisory firm in Massachusetts, founded in the 1970s by Michael Baldwin. It specializes in personalized wealth management, private investments and ESG-focused strategies, working across multiple asset classes such as private equity and real estate.

Preferred Investment Types

Early StageEarly Stage: SeedEarly Stage: Start-upExpansion / Late StageGrowthVenture (General)Real Estate - General

Preferred Sectors & Themes

DiversifiedReal EstateResidential Property Acquisition & Development

Preferred Geographies

North AmericaOECD
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Baldwin Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.3B
Total Clients
2,100
Filing Date
May 1, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

Similar real estate investors

FAQ

Frequently asked questions

What type of investor is Baldwin Wealth Partners?

Baldwin Wealth Partners is a wealth manager based in Marion, United States, managing approximately $1.9B in assets.

Where is Baldwin Wealth Partners headquartered?

Baldwin Wealth Partners is headquartered in Marion, United States.

How much does Baldwin Wealth Partners manage?

Baldwin Wealth Partners manages approximately $1.9B in assets under management.

When was Baldwin Wealth Partners founded?

Baldwin Wealth Partners was founded in 1974.

What does Baldwin Wealth Partners invest in?

Baldwin Wealth Partners focuses on Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Growth, Venture (General), Real Estate - General, Diversified.

How can I contact Baldwin Wealth Partners?

Verified contact details, key decision-makers, and investment preferences for Baldwin Wealth Partners are available on LPbacked. Create a free account to access them.