BALDWIN INVESTMENT MANAGEMENT, LLC
CRD #108922 SEC #801-56558 WEST CONSHOHOCKEN, PA 610-260-1555
SEC Registered
Total AUM
$1.2B
Discretionary
$936.9M
Employees
12
Clients
10
Accounts
685
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.2B | $936.9M | $297.4M | 12 | 0 |
| Mar 2025 | $1.2B | $936.9M | $297.4M | 12 | 0 |
| Mar 2024 | $1.1B | $832.6M | $254.5M | 16 | 0 |
| Mar 2023 | $1B | $686.4M | $342.4M | 12 | 0 |
| Mar 2022 | $1.1B | $758.5M | $383.8M | 12 | 7 |
| Mar 2021 | $1B | $627.6M | $378.2M | 11 | 3 |
| Jan 2021 | $801.3M | $465.3M | $336M | 8 | 4 |
| Jul 2020 | $801.3M | $465.3M | $336M | 8 | 4 |
| Jun 2020 | $801.3M | $465.3M | $336M | 8 | 4 |
| Feb 2020 | $801.3M | $465.3M | $336M | 8 | 4 |
| Feb 2020 | $801.3M | $465.3M | $336M | 8 | 4 |
| Nov 2019 | $702.6M | $393.6M | $309M | 8 | 0 |
| Apr 2019 | $702.6M | $393.6M | $309M | 8 | 0 |
| Mar 2019 | $702.6M | $393.6M | $309M | 8 | 0 |
| May 2018 | $674.8M | $353.1M | $321.7M | 8 | 0 |
| Mar 2018 | $674.8M | $353.1M | $321.7M | 8 | 0 |
| Mar 2017 | $325.3M | $307.5M | $17.8M | 8 | 200 |
| Mar 2017 | $325.3M | $307.5M | $17.8M | 8 | 200 |
| Feb 2017 | $325.3M | $307.5M | $17.8M | 8 | 200 |
| Feb 2017 | $307.2M | $292.8M | $14.5M | 8 | 200 |
| Mar 2016 | $307.2M | $292.8M | $14.5M | 8 | 200 |
| Mar 2015 | $348.5M | $328.7M | $19.8M | 8 | 200 |
| Mar 2014 | $307.2M | $287.7M | $19.6M | 8 | 200 |
| Mar 2014 | $307.2M | $287.7M | $19.6M | 8 | 200 |
| Mar 2013 | $257.4M | $240.2M | $17.2M | 6 | 2,000 |
| Mar 2012 | $245.8M | $221.1M | $24.7M | 6 | 2,000 |
| Mar 2012 | $245.8M | $221.1M | $24.7M | 6 | 2,000 |
| Apr 2011 | $256.4M | $232.6M | $23.8M | 10 | -- |
| Aug 2010 | $229.5M | $204.1M | $25.4M | 10 | -- |
| Oct 2009 | $221.4M | $190.1M | $31.3M | 10 | -- |
| Mar 2009 | $221.4M | $190.1M | $31.3M | 10 | -- |
| Sep 2008 | $346M | $275M | $71M | 10 | -- |
| Mar 2007 | $316M | $258M | $58M | 10 | -- |
| Jan 2007 | $290M | $236M | $54M | 10 | -- |
| Mar 2006 | $290M | $236M | $54M | 10 | -- |
| Nov 2005 | $300M | $232M | $68M | 10 | -- |
| Jul 2004 | $248.2M | $209.5M | $38.7M | 10 | -- |
| Apr 2002 | $323.3M | $264.1M | $59.2M | 10 | -- |
| Mar 2002 | $323.3M | $264.1M | $59.2M | 10 | -- |
| Aug 2001 | $323.3M | $264.1M | $59.2M | 10 | -- |
| May 2001 | $488.5M | $447.4M | $41.1M | 10 | -- |
DateApr 2025
Total AUM$1.2B
Discretionary$936.9M
Non-Disc.$297.4M
Employees12
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$936.9M
Non-Disc.$297.4M
Employees12
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$832.6M
Non-Disc.$254.5M
Employees16
Clients0
DateMar 2023
Total AUM$1B
Discretionary$686.4M
Non-Disc.$342.4M
Employees12
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$758.5M
Non-Disc.$383.8M
Employees12
Clients7
DateMar 2021
Total AUM$1B
Discretionary$627.6M
Non-Disc.$378.2M
Employees11
Clients3
DateJan 2021
Total AUM$801.3M
Discretionary$465.3M
Non-Disc.$336M
Employees8
Clients4
DateJul 2020
Total AUM$801.3M
Discretionary$465.3M
Non-Disc.$336M
Employees8
Clients4
DateJun 2020
Total AUM$801.3M
Discretionary$465.3M
Non-Disc.$336M
Employees8
Clients4
DateFeb 2020
Total AUM$801.3M
Discretionary$465.3M
Non-Disc.$336M
Employees8
Clients4
DateFeb 2020
Total AUM$801.3M
Discretionary$465.3M
Non-Disc.$336M
Employees8
Clients4
DateNov 2019
Total AUM$702.6M
Discretionary$393.6M
Non-Disc.$309M
Employees8
Clients0
DateApr 2019
Total AUM$702.6M
Discretionary$393.6M
Non-Disc.$309M
Employees8
Clients0
DateMar 2019
Total AUM$702.6M
Discretionary$393.6M
Non-Disc.$309M
Employees8
Clients0
DateMay 2018
Total AUM$674.8M
Discretionary$353.1M
Non-Disc.$321.7M
Employees8
Clients0
DateMar 2018
Total AUM$674.8M
Discretionary$353.1M
Non-Disc.$321.7M
Employees8
Clients0
DateMar 2017
Total AUM$325.3M
Discretionary$307.5M
Non-Disc.$17.8M
Employees8
Clients200
DateMar 2017
Total AUM$325.3M
Discretionary$307.5M
Non-Disc.$17.8M
Employees8
Clients200
DateFeb 2017
Total AUM$325.3M
Discretionary$307.5M
Non-Disc.$17.8M
Employees8
Clients200
DateFeb 2017
Total AUM$307.2M
Discretionary$292.8M
Non-Disc.$14.5M
Employees8
Clients200
DateMar 2016
Total AUM$307.2M
Discretionary$292.8M
Non-Disc.$14.5M
Employees8
Clients200
DateMar 2015
Total AUM$348.5M
Discretionary$328.7M
Non-Disc.$19.8M
Employees8
Clients200
DateMar 2014
Total AUM$307.2M
Discretionary$287.7M
Non-Disc.$19.6M
Employees8
Clients200
DateMar 2014
Total AUM$307.2M
Discretionary$287.7M
Non-Disc.$19.6M
Employees8
Clients200
DateMar 2013
Total AUM$257.4M
Discretionary$240.2M
Non-Disc.$17.2M
Employees6
Clients2,000
DateMar 2012
Total AUM$245.8M
Discretionary$221.1M
Non-Disc.$24.7M
Employees6
Clients2,000
DateMar 2012
Total AUM$245.8M
Discretionary$221.1M
Non-Disc.$24.7M
Employees6
Clients2,000
DateApr 2011
Total AUM$256.4M
Discretionary$232.6M
Non-Disc.$23.8M
Employees10
Clients--
DateAug 2010
Total AUM$229.5M
Discretionary$204.1M
Non-Disc.$25.4M
Employees10
Clients--
DateOct 2009
Total AUM$221.4M
Discretionary$190.1M
Non-Disc.$31.3M
Employees10
Clients--
DateMar 2009
Total AUM$221.4M
Discretionary$190.1M
Non-Disc.$31.3M
Employees10
Clients--
DateSep 2008
Total AUM$346M
Discretionary$275M
Non-Disc.$71M
Employees10
Clients--
DateMar 2007
Total AUM$316M
Discretionary$258M
Non-Disc.$58M
Employees10
Clients--
DateJan 2007
Total AUM$290M
Discretionary$236M
Non-Disc.$54M
Employees10
Clients--
DateMar 2006
Total AUM$290M
Discretionary$236M
Non-Disc.$54M
Employees10
Clients--
DateNov 2005
Total AUM$300M
Discretionary$232M
Non-Disc.$68M
Employees10
Clients--
DateJul 2004
Total AUM$248.2M
Discretionary$209.5M
Non-Disc.$38.7M
Employees10
Clients--
DateApr 2002
Total AUM$323.3M
Discretionary$264.1M
Non-Disc.$59.2M
Employees10
Clients--
DateMar 2002
Total AUM$323.3M
Discretionary$264.1M
Non-Disc.$59.2M
Employees10
Clients--
DateAug 2001
Total AUM$323.3M
Discretionary$264.1M
Non-Disc.$59.2M
Employees10
Clients--
DateMay 2001
Total AUM$488.5M
Discretionary$447.4M
Non-Disc.$41.1M
Employees10
Clients--