LP Directory

We seek to prepare people for success in their jobs and careers, so that everyone has the opportunity to achieve economic stability, mobility, and prosperity. Our work is grounded in the principles of racial equity, diversity, and inclusion and is consistent with the aspirations of our founder, Ewing Marion Kauffman. Ewing Marion Kauffman Foundation's investment portfolio is valued at KES 300 billion as of July 7, 2023, with investments in private equity, real estate, hedge funds, infrastructure, real assets, natural resources, publicly traded equities, fixed-income securities, cash, and other alternative asset classes. Investments in private equity include buyouts, distressed debt, private growth equity, diversified private equity, fund of funds, secondaries, and venture capital fund strategies diversified in geographical locations across the globe except for Oceania.

By integrating personal aspects of your life with your wealth management strategies, we are able to craft original solutions for both broader future impact and practical, day-to-day realities.

Baldwin Brothers (BBI) is a wealth management firm based in Marion, Massachusetts. Established in 1974, the firm provides investment management and advisory services to clients. It also manages accounts for pension and profit-sharing plans, charitable organizations, corporations, family groups, and institutions. The assets are managed by its executive management team. This firm is a Registered Investment Adviser (RIA).

Baldwin Wealth Partners is a wealth manager based in Marion, US. Founded in 1974. Reported AUM: $1.9B.

Indiana Wesleyan University Endowment is a endowment plan based in Marion, US. Reported AUM: $289M.