Firm profile

BALDWIN INVESTMENT MANAGEMENT, LLC

WEST CONSHOHOCKEN, PACRD 108922Latest ADV March 16, 2026

Baldwin Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Conshohocken, PA. Its latest Form ADV filing, dated March 16, 2026, reports $1.3B in regulatory assets under management, 14 employees, 1 office, and 707 accounts.

Assets Under Management
$1.3B
Employees
14
Offices
1 office
Total Clients
284
Primary office
WEST CONSHOHOCKEN, PA
1001 CONSHOHOCKEN STATE ROAD, SUITE 1-202, WEST CONSHOHOCKEN, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOSusan B. Gorelli
CCOChristina M. Mccloy

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 55.3% of total clients.
Top client categories% of clientsClients
1
HNWI
55.3%
157
2
Individuals
39.1%
111
3
Charitable
3.5%
10
4
Irrevocable Trusts/Estates
2.1%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of March 16, 2026
Discretionary80.0%
$1.0B
80% of total RAUM80.0%
Non-discretionary20.0%
$259M
20% of total RAUM20.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.3B
Total Accounts707
10Y AUM Change+$970M (+298.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee20:1
10Y Employee Change+6 (+75.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.