Baldwin Brothers is a fund manager in Marion with $1.18 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
133028618
SEC advisor number
801-15418
FINRA CRD number
105343
AUM ?
$2.28 bn
(as of 26 Mar 24)
Accounts
1,921
(as of 26 Mar 24)
Employees
29
(12 investment advisory or research)
Address
Baldwin Brothers
204 SPRING STREET
MARION
MA 02738
204 SPRING STREET
MARION
MA 02738
Phone
5087480800
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Baldwin Brothers Inc | $1.18 bn | |
GROUP8 Ventures LLC | $1.12 mm | Venture Capital Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22