# BALDWIN INVESTMENT MANAGEMENT, LLC

BALDWIN INVESTMENT MANAGEMENT, LLC of WEST CONSHOHOCKEN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 108922
- Type: SEC-registered investment adviser
- SEC file number: 801-56558
- Location: 1001 CONSHOHOCKEN STATE ROAD, SUITE 1-202, WEST CONSHOHOCKEN, PA, 19428
- Phone: 610-260-1555
- Latest filing: 2026-03-16
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $258.6M
- Clients: 14
- Accounts: 707

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Peter Hessenbruch Havens | CHAIRMAN OF BOARD OF MANAGERS | — |
| Susan Berry Gorelli | CHIEF EXECUTIVE OFFICER | — |
| Christina Michelle Mccloy | CHIEF COMPLIANCE OFFICER | — |
| HAVENS PETER HESSENBRUCH | CEO, CCO & CHAIRMAN OF BOARD OF MANAGERS; CEO & CHAIRMAN OF BOARD OF MANAGERS; CEO, CHIEF COMPLIANCE OFFICER & CHAIRMAN OF BOARD OF MANAGERS (+1 more) | — |
| KOHLHAS SUSAN BERRY | MEMBER, BOARD OF MANAGERS | — |
| BUTEN DAVID | MEMBER, BOARD OF MANAGERS | — |
| MCDEVITT HERBERT T | MEMBER, BOARD OF MANAGERS | — |
| GORELLI SUSAN BERRY | CHIEF EXECUTIVE OFFICER | — |
| MCCLOY CHRISTINA MICHELLE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108922/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108922/similar
- Related entities: https://search.stillhousedata.com/firm/108922/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108922

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.