Baldwin Wealth Partners
Baldwin Wealth Partners is a multi-family office headquartered in Marion, United States. Founded in 1974 by investment advisor Michael Baldwin, the firm grew from the Baldwin family’s wealth management practice and oversees about $2 billion for affluent...
Baldwin Wealth Partners
Baldwin Wealth Partners is a multi-family office headquartered in Marion, United States. Founded in 1974 by investment advisor Michael Baldwin, the firm grew from the Baldwin family’s wealth management practice and oversees about $2 billion for affluent families. Services span discretionary portfolio management, estate and philanthropic planning, and sustainable investment strategies across offices in Massachusetts, New York and Kentucky—guides multigenerational clients with ESG-focused wealth planning and direct private market access.
General information
Firm type
Multi Family Office
Year founded
1974
AUM
—
Location
Region
North America
Country
—
City
Marion
Corporate office
204 Spring Street, Marion, MA 02738, United States
Frequently asked questions
What is Baldwin Wealth Partners?
Baldwin Wealth Partners is a multi family office headquartered in Marion.
When was Baldwin Wealth Partners founded?
Baldwin Wealth Partners was founded in 1974.
Where is Baldwin Wealth Partners headquartered?
Baldwin Wealth Partners is headquartered in Marion, in the North America region.
What does Altss track for Baldwin Wealth Partners?
Altss maintains an OSINT-verified profile of Baldwin Wealth Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Baldwin Wealth Partners's website?
Baldwin Wealth Partners's public website is www.baldwin-llc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Baldwin Wealth Partners?
Baldwin Wealth Partners is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Baldwin Wealth Partners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Baldwin Wealth Partners?
Baldwin Wealth Partners's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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