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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUTEN, DAVID | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| BUTEN, DAVID | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| BUTEN, DAVID | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| BUTEN, DAVID | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| BUTEN, DAVID | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| BUTEN, DAVID | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| BUTEN, DAVID | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| BUTEN, DAVID | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CCO & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CCO & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| KOHLHAS, SUSAN, BERRY | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| KOHLHAS, SUSAN, BERRY | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| KOHLHAS, SUSAN, BERRY | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| KOHLHAS, SUSAN, BERRY | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| KOHLHAS, SUSAN, BERRY | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| KOHLHAS, SUSAN, BERRY | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| KOHLHAS, SUSAN, BERRY | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| KOHLHAS, SUSAN, BERRY | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| MCCLOY, CHRISTINA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCLOY, CHRISTINA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCLOY, CHRISTINA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCLOY, CHRISTINA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCDEVITT, HERBERT, T. | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| MCDEVITT, HERBERT, T. | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| MCDEVITT, HERBERT, T. | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| MCDEVITT, HERBERT, T. | I | MEMBER, BOARD OF MANAGERS | NA | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| BALDWIN MANAGEMENT, LLC | DE | SOLE MEMBER | E | Control |
| GORELLI, SUSAN, BERRY | I | CHIEF EXECUTIVE OFFICER | B | Control |
| GORELLI, SUSAN, BERRY | I | CHIEF EXECUTIVE OFFICER | B | Control |
| GORELLI, SUSAN, BERRY | I | CHIEF EXECUTIVE OFFICER | B | Control |
| GORELLI, SUSAN, BERRY | I | CHIEF EXECUTIVE OFFICER | B | Control |
| GORELLI, SUSAN, BERRY | I | CHIEF EXECUTIVE OFFICER | B | Control |
| HAVENS, PETER, HESSENBRUCH | I | CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| HAVENS, PETER, HESSENBRUCH | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| HAVENS, PETER, HESSENBRUCH | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| HAVENS, PETER, HESSENBRUCH | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| HAVENS, PETER, HESSENBRUCH | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C | |
| W. PAUL HAVENS, JR. AND IDA H. HAVENS TRUST F/B/O PETER H. HAVENS | DE | BALDWIN MANAGEMENT LLC | C |
Registrations
Federal
IA
Apr 10, 2025 REGISTERED
Notice Filings (14)
CA CO DC DE FL MA MD ME NH NJ NY PA TX VA
Address
1001 CONSHOHOCKEN STATE ROADSUITE 1-202
WEST CONSHOHOCKEN, PA 19428
United States
Phone: 610-260-1555