| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Group8 Ventures LLC | Venture Capital | $10.3M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| American Research & Management Co Control | Shareholder | 10-25% | 2022 |
| John Leonard Mannix | Shareholder | 10-25% | 2020 |
| Merchant Wealth Partners | Shareholder | 10-25% | 2020 |
Baldwin Wealth Partners, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
Baldwin Wealth Partners, LLC manages 1 private funds with combined gross assets of $10.3 million.
Baldwin Wealth Partners, LLC reports 33 employees.
Baldwin Wealth Partners, LLC is based in Marion, MA and has been SEC-registered since 1980.
Baldwin Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 204 Spring Street, Marion, MA 02738 |
| Phone | (508) 748-0800 |
| Fax | (508) 748-0806 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1021258 |
| Discloses disciplinary history | No |
| Discretionary | $2.41B |
| Non-discretionary | $4.5M |
| Total (RAUM) | $2.41B |