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Wealth Manager • Marion, United States

Baldwin Brothers

Baldwin Brothers is a wealth manager based in Marion, United States, founded in 1974. Verified contact details, AUM data, and investment preferences on FindLPs.

$2.0B
Assets Under Mgmt
1974
Year Founded
Wealth Manager
Investor Type
Marion, United States
Headquarters
About

Baldwin Brothers

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).

Investment Focus

What Baldwin Brothers Invests In

Investment types: Buyout, Private Equity, Growth/Expansion, Hedge Fund, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage

Sectors & themes: Capital Markets, Debt Management, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Startups & Management, Trust Management, Wealth & Estate Planning, Alternative Investments, Financial Services, Finance, Traditional Investments (Liquid Assets)

Preferred geographies: Americas, North America, South, Southwest, Texas, United States

Location: 204 Spring Street\nMarion, MA \n02738\nUnited States

Contact Baldwin Brothers

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.