{"url":"https://nivawealth.com/firms/baldwin-investment-management-108922","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108922","regulatoryAum":1295038694,"crd":"108922","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2531912","suffix":null,"lastName":"HESS","firstName":"GARY","middleName":"STUART"},{"crd":"4551523","suffix":null,"lastName":"PEPPARD","firstName":"DAVID","middleName":"CHRISTOPHER"},{"crd":"4016962","suffix":null,"lastName":"QUEREAU","firstName":"JARED","middleName":"VAN 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They include 157 high-net-worth individuals, 111 individual clients and 10 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Baldwin Investment Management offer?","answer":"Baldwin Investment Management provides financial planning, portfolio management for individuals and small businesses, family office services, philanthropic planning, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Baldwin Investment Management charge?","answer":"Baldwin Investment Management charges up to 1.00% for its Equity and Balanced Portfolios. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable.","source":"BALDWIN FORM ADV 2 ADVISORY BROCHURE 2018, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Baldwin Investment Management use?","answer":"Baldwin Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.19B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Baldwin Investment Management have?","answer":"Baldwin Investment Management has 1 investment adviser representative registered with state securities authorities, out of 14 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Baldwin Investment Management invest in?","answer":"At the end of its last fiscal year, Baldwin Investment Management’s separately managed accounts held 78% exchange-traded equities, 9% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds, 3% cash and equivalents, 2% non-exchange-traded equities, 2% U.S. government and agency bonds, 2% state and local bonds and 1% other. The 1% other category is described as: Annuities/Life Insurance.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Baldwin Investment Management?","answer":"Baldwin Investment Management is owned through a holding company by W. Paul Havens, JR. and Ida H. Havens Trust F/B/O Peter H. Havens. Its direct owners are Baldwin Management, LLC (75% or more), Susan Gorelli (10% to 25%) and Peter Havens (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Baldwin Investment Management get paid?","answer":"Baldwin Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Baldwin Investment Management registered with the SEC?","answer":"Yes, Baldwin Investment Management has been registered with the SEC as an investment adviser since 26 May 1999. 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