CRD: 108922
Baldwin Investment Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Unison
- Established Date
- 05-01-1999
- Office Locations
- 6
Office Locations
About Baldwin Investment Management, LLC
Baldwin Investment Management is an independently owned RIA serving families, foundations, nonprofits, and institutions with investment management, financial planning, and family office support, including integrated accounting/tax capabilities. Portfolios follow an equity approach focused on U.S. and foreign large-cap companies (>$2.5B market cap) alongside taxable and tax-exempt fixed income, with experience across venture capital, real estate, and insurance solutions. Family office work can operate as clients' back office with customized reporting.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SUSAN BERRY GORELLI
Chief Executive Officer, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
PETER HESSENBRUCH HAVENS
Chief Compliance Officer, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Glacier north
Meridian north
- CRD
- #47433
- Ownership
- 46.3%
Showing 2 of 3 owners & executives
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Cathy L Berry
Managing Director
- CRD
- --
Susan Berry-Gorelli
Chief Executive Officer
- CRD
- --
Vertex element
Meridian timber
- CRD
- #47913
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,036,476,287 | $3,259,359 |
| Non-Discretionary | $258,562,407 | $664,685 |
| Total | $1,295,038,694 | $1,831,738 |
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Separately Managed Accounts
Total SMA Asset: $1,295,038,694
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $464,821,528 | 13.3% |
| Public Funds | $447,347,035 | 12.8% |
| Cash | $615,102,173 | 17.6% |
| Corporate - Investment Grade | $660,535,856 | 18.9% |
| Equity - OTC | $157,270,442 | 4.5% |
| Municipal Bonds | $789,847,108 | 22.6% |
| U.S. Government/Agency | $174,744,935 | 5.0% |
| Other | $185,229,632 | 5.3% |
| Total | $3,494,898,709 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE VITAL SUMMIT | RIDGE CATALYST | MGHSU1X53 | STTXI | 2.31% | $47,350,814 |
| VITAL VECTOR | FOCUS CREST | 6XESYMOT5 | XHBS | 7.16% | $117,936,600 |
| PRIME RADIAL LEGACY | LEGACY ATLAS | RB8NT6IOK | LCU | 8.17% | $101,977,752 |
| SIGNAL EMBER | VALUE SIGNAL | DY8DBC0L4 | VFT | 5.37% | $83,287,151 |
| CAPITAL PIONEER | VECTOR HARBOR | P5ED5XBW1 | WXRKJ | 9.74% | $23,100,117 |
| MERIDIAN RADIAL HARBOR | FRONTIER SUMMIT | HSH3HH264 | YNICC | 8.18% | $24,542,694 |
| HARBOR DELTA | PRIME VECTOR | 3LEUJ5NYU | CPPIO | 6.50% | $109,452,065 |
| WAVE FOCUS FRONTIER | ALPHA DELTA | QBS4TJ2P9 | ANSJO | 1.65% | $80,302,880 |