| Name | Title | Ownership | Since |
|---|---|---|---|
| Baldwin Management, LLC Control | Sole Member | Over 75% | 1999 |
| Christina Michelle McCloy Control | Chief Compliance Officer | Under 5% | 2024 |
| Peter Hessenbruch Havens Control | Chairman Of Board Of Managers | 10-25% | 1999 |
Baldwin Investment Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Baldwin Investment Management, LLC reports 12 employees.
Baldwin Investment Management, LLC is based in West Conshohocken, PA and has been SEC-registered since 1999.
Baldwin Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1001 Conshohocken State Road, Suite 1-202, West Conshohocken, PA 19428 |
| Phone | 610-260-1555 |
| Fax | 610-260-1551 |
| Office hours | 8:30 - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1346378 |
| Discloses disciplinary history | No |
| Discretionary | $936.9M |
| Non-discretionary | $297.4M |
| Total (RAUM) | $1.23B |