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 ?
$1.61 bn
(as of 20 Jan 23)
Accounts
989
(as of 20 Jan 23)
Employees
21
(8 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
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
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21
13F-HR
Quarterly holdings report by institutional manager
30 Jul 21
13F-HR
Quarterly holdings report by institutional manager
8 Apr 21
13F-HR
Quarterly holdings report by institutional manager
12 Jan 21
13F-HR
Quarterly holdings report by institutional manager
16 Oct 20