BALDWIN INVESTMENT MANAGEMENT, LLC

CRD 108922File 801-56558

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.30B

Above cohort median (national)

Discretionary AUM

$1.04B

Non-discretionary $258.6M

Clients

278

707 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: May 26, 1999
Principal office: 1001 CONSHOHOCKEN STATE ROAD, SUITE 1-202, WEST CONSHOHOCKEN, PA, 19428
Phone: 610-260-1555
Website: https://www.baldwinmgt.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.30B
Discretionary AUM: $1.04B
Non-discretionary AUM: $258.6M
Discretionary accounts: 318
Non-discretionary accounts: 389
Total accounts: 707
AUM per client: $4.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	10	$95.5M
High net worth individuals	157	$1.12B
Pension and profit sharing plans	Fewer than 5	$9.1M
Individuals (other than high net worth individuals)	111	$68.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	284	278
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.