# Baldwin Financial

Baldwin Financial is a RIA based in Oklahoma City, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** Denver, Colorado, United States
- **Assets under management:** Undisclosed
- **Website:** baldwinfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/baldwinfinancialok

## Regulatory record

- **CRD number:** 324725
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324725

## About

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.

## Sectors

- Real Estate
- Private Credit
- Infrastructure
- Energy Transition & Renewables
- Venture Capital

## People

- Rubin Baldwin — CEO
- Jeffrey Baldwin — Managing Partner

## 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.

## Related profiles

- [ECHO FINANCIAL LLC](https://altss.com/profile/echo-financial-llc)
- [Tidal Fund Manager LLC](https://altss.com/profile/tidal-fund-manager-llc)

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Last updated: 2026-07-06T01:24:12.079Z

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