Baldwin Investment Management, LLC

Overview

Baldwin Investment Management, LLC provides wealth management and financial advisory services. It serves families, foundations, nonprofit institutions, individuals, and small businesses. Its services include financial planning, portfolio management, and family office support. The firm is registered with the SEC as an investment adviser and reported $1.3B in regulatory assets under management on its latest Form ADV. Its reported client types include individuals, high net worth individuals and charities.

Services

• Financial planning
• Portfolio management
• Family office support

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)

Location

See more firms in Pennsylvania and West Conshohocken.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 108922), filed 03/16/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.