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Baldwin Financial
Baldwin Financial, LLC is a state-registered investment adviser in Oklahoma City, Oklahoma. The firm manages $17 million in assets, $13 million on a...
Overview
Baldwin Financial, LLC is a state-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
RIA
Location
Region
North America
Country
United States
City
Oklahoma City
Corporate office
Denver, Colorado, United States
Principals
Rubin Baldwin
CEO
Jeffrey Baldwin
Managing Partner
Sector focus
Frequently asked questions
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.
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.
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