Baldwin Wealth Partners, LLC
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.
In the firm's own words, from its website.
5 additional team members, 12 additional investments, funds and LPs, 39 events, 3 verified contacts (2 published business email, 1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- 1 departurepeople, 12 months
A team member departed 29 days ago.
A partner leaving or arriving changes who decides, and who a founder or LP should call.
InferenceIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)For Founders, LPs, recruitersTeam →
People to know
View all people- Chief Investment OfficerWhy: Chief investment officer: owns the allocation decisionNo route on file yet
- ShareholderWhy: Named with investment responsibilityNo route on file yet
- ShareholderWhy: Named with investment responsibilityNo route on file yet
Relationship network
21 connected entities
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Baldwin Wealth Partners, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Baldwin Wealth Partners, LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
0 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.Stated thesis versus observed behaviour
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- boston, southeast
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- family office
Team
6 current, 5 departed
Decision makers
- William W. Klein · Chief Investment OfficerWhy this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Chief Investment Officer
- Shareholder
- Shareholder
5 departed (kept with end dates)
- David Anson Barrett · Shareholder · Dec 1, 1985 to Mar 18, 2016 Inference
- Ellen O'Gorman Stone · Shareholder · Jun 1, 2007 to Mar 26, 2014 Inference
- John Leonard Mannix · Shareholder · Jul 1, 2020 to Sep 2, 2026 Fact
Contacts
2 published business email, 1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
3 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Group8 Ventures LLC | Fund | 2018 form d first sale | Harvest | $12.0M Sep 2, 2026 | 5 | $350,000 of $3.5M | May 3, 2018 |
| Highwater Global Fund | Fund · ADV: Private Equity Fund | 2010 form d first sale | Harvest | $26.1M Oct 13, 2016 | 52 | $410,000 of $1.0M | Sep 15, 2010 |
| Highwater Global Fund II | Fund · ADV: Private Equity Fund | 2010 form d first sale | Harvest | $5.7M Oct 13, 2016 | 10 | $350,000 of $500,000 | Jan 13, 2011 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
0 co-investors · on 2 other DFX graphs
Co-investors
Across DFX and the capital chainon 2 other DFX graphs ShowHide
- The same institution is held on RIA and Wealth, Private Equity, matched by identifier. See which records
Baldwin Wealth Partners, LLC is the same institution as 2 records in RIA and Wealth and Private Equity.
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
44 dated events, 122 observations from 3 sources
Timeline
- seen on or beforeSep 12, 2026Baldwin Wealth Partners, LLC: INSTITUTIONAL_VC -> MICRO_VC (venture manager, reported GAV $41.9M across 3 vehicles)Classification changedClassificationInference
- Sep 2, 2026John Leonard Mannix (Shareholder) no longer on Schedule A of Baldwin Wealth Partners, LLC
- Jul 1, 2024Steven Thomas Dean joined Schedule A of Baldwin Brothers LLC as Chief Compliance Officer
- Jan 1, 2024William W. Klein joined Schedule A of Baldwin Brothers LLC as Chief Investment Officer
- Mar 7, 2022Michael Baldwin (Shareholder) no longer on Schedule A of Baldwin Brothers LLC
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Sep 2, 2026 · 1 private fundsShowHide
- Headquarters
- Marion, MAadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- baldwinbrothersinc.com
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Sep 2, 2026
- Private funds reported
- 1 (1 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $12.0Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $2.3Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 34
- Owners on Schedule A
- Merchant Wealth Partners (Shareholder), owns 10% to 25%; American Research & Management Co (Shareholder), owns 10% to 25%
Classification history
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 23, 2026Micro VC (probable, 80%)Venture manager, reported GAV $43.9M across 3 vehicles
- Sep 13, 2026Micro VC (probable, 80%)Venture manager, reported GAV $41.9M across 3 vehicles
- Sep 12, 2026Institutional venture firm (probable, 80%)Venture manager, reported GAV $64M across 5 vehicles
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC funds reported | Jul 21, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Sep 2, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Jul 21, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Dec 6, 2024 | Fact | Form ADV |
| First Form ADV filing | 2012-03-28 | Sep 2, 2026 | Fact | Form ADV |
| First Form ADV filing | 2012-03-28 | Dec 6, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-09-02 | Sep 2, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-07-21 | Jul 21, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-12-06 | Dec 6, 2024 | Fact | Form ADV |
| SEC status | Approved | Jul 21, 2026 | Fact | Form ADV |
| SEC status effective | 1980-07-01 | Jul 21, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Sep 2, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Dec 6, 2024 | Fact | Form ADV |
| Business phone | Jul 21, 2026 | Fact | Form ADV | |
| Business phone | Dec 6, 2024 | Fact | Form ADV | |
| Contact page url | Oct 1, 2026 | Fact | ||
| Contact page url | Sep 16, 2026 | Fact | ||
| Description | Oct 1, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 13, 2026 | Fact | ||
| Employees | 34 | Jul 21, 2026 | Fact | Form ADV |
| Employees | 29 | Dec 6, 2024 | Fact | Form ADV |
| Headquarters | Marion, MA | Jul 21, 2026 | Fact | Form ADV |
| Headquarters | Marion, MA | Dec 6, 2024 | Fact | Form ADV |
| Office address | Jul 21, 2026 | Fact | Form ADV | |
| Office address | Dec 6, 2024 | Fact | Form ADV | |
| Self-described type | Family office “Family Office Services” | Oct 1, 2026 | Fact | |
| Self-described type | Family office “Family Office Services” | Sep 16, 2026 | Fact | |
| Self-described type | Family office “Family Office Services” | Sep 13, 2026 | Fact | |
| Legal form | Limited Liability Company | Jul 21, 2026 | Fact | Form ADV |
| Private funds reported | 1 | Sep 2, 2026 | Fact | Form ADV |
| Private funds reported | 1 | Jul 21, 2026 | Fact | Form ADV |
| Private funds reported | 1 | Dec 6, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $12.0M | Sep 2, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $12.0M | Jul 21, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $10.0M | Dec 6, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $2.3B | Jul 21, 2026 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $2.3B | Dec 6, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Sep 2, 2026 | Fact | Form ADV |
| Stated geography | Boston, southeast “geography words on the home page” | Oct 1, 2026 | Fact | |
| Stated geography | Boston, southeast “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | Boston, southeast “geography words on the home page” | Sep 13, 2026 | Fact | |
| Team page | Oct 1, 2026 | Fact | ||
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 13, 2026 | Fact | ||
| Venture funds reported | 1 | Sep 2, 2026 | Fact | Form ADV |
| Venture funds reported | 1 | Jul 21, 2026 | Fact | Form ADV |
| Venture funds reported | 1 | Dec 6, 2024 | Fact | Form ADV |
| Website | Jul 21, 2026 | Fact | Form ADV | |
| Website | Dec 6, 2024 | Fact | Form ADV | |
| Site title | Oct 1, 2026 | Fact | ||
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 13, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersMicro VC, probableShowHide
Venture manager, reported GAV $43.9M across 3 vehicles
- importance
- gav: 0.02 · funds: 1 · people: 0.28 · investments: 0 · co investors: 0
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 15 · reported gav: $12.0M · first adv filing: 2012-03-28 · years since first filing: 14.5
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Organization classification changed2026-09-12
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
Not yet on record: new companies, 12 mo.