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Baldwin Financial
Baldwin Financial, LLC is an SEC-registered investment adviser in Oklahoma City, Oklahoma.
Baldwin Financial
Baldwin Financial, LLC is an SEC-registered investment adviser in Oklahoma City, Oklahoma. The firm manages $17 million in assets, $13 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, Colorado, United States
Principals
Rubin Baldwin
CEO
Jeffrey Baldwin
Managing Partner
Sector focus
Frequently asked questions
Who makes investment decisions at Baldwin Financial?
CEO Rubin Baldwin and Managing Partner Jeffrey Baldwin lead investment decisions at Baldwin Financial, supported by a small team of investment professionals. The family does not publicly disclose a formal investment committee structure.
How does Baldwin Financial source deals?
Baldwin Financial combines direct sourcing through its network in real estate and middle-market credit, alongside commitments to institutional fund managers. The firm's flexibility allows it to partner with other family offices and institutional investors on deals.
Is Baldwin Financial structured as a single-family office or a multi-family office?
Baldwin Financial operates exclusively as a single-family office for the Baldwin family, managing no external client capital. It does not offer investment management services to outside families.
Does Baldwin Financial make direct investments or invest only through funds?
The firm both makes direct investments and commits to funds. Direct investment activity has been noted in real estate and private credit, while its venture capital and infrastructure exposure may come through a mix of direct deals and partnerships.
What sectors does Baldwin Financial target?
Baldwin Financial's known focus areas include real estate, private credit, infrastructure, energy transition and renewables, and venture capital. The family office has been increasing activity in energy transition projects.
Where does the Baldwin family's wealth come from?
The Baldwin family wealth originates in real estate and financial holdings, accumulated over multiple generations. The family does not publicly disclose the specific business origins.
What is Baldwin Financial's approach to co-investments?
Baldwin Financial engages in co-investments alongside other institutional investors and family offices when opportunities align with its long-term investment horizon. Its flexible mandate allows it to participate in club deals and direct co-investment structures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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