Baldwin Wealth Partners

Asset Manager SEC-registered adviser

Legal name: Baldwin Wealth Partners, LLC

Marion, MA Website LinkedIn

AUM

$2.3B
Regulatory AUM

Private funds

1
Venture Capital 1

Private fund assets

$12.0M
Gross asset value

Employees

34

Last Form D raise

—

From SEC Form ADV filing (filed Sep 2, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

E
Eric Strand
President and Chief Execuitve Officer
Source: SEC Form ADV
T
Taylor Baldwin
Managing Partner and Chief Operating Officer
Source: SEC Form ADV
W
William Klein
Chief Investment Officer
Source: SEC Form ADV
W
William Marvel
Managing Director
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Group8 Ventures LLCVenture Capital$12.0M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
105343
SEC file number
801-15418
CIK
1021258

Sources