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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Marion, MA HQ: Marion, MA

Baldwin Wealth Partners, LLC

$2.3B Total AUM · Institutional LP profile covering 1 historical fund disclosure record ($10.0M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 1 complete primary source trail is open below without registration.

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Disclosed Records
1
1 Open Source Trail Below
Sum of Disclosed Rows
$10.0M
Total AUM: $2.3B
Median Disclosed Amount
$10.0M
Range: $10.0M – $10.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/1)
1 Gatekeepers · 1 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Baldwin Wealth Partners, LLC

1 Open Source Trail (No Registration)

Showing all 1 tracked historical disclosure record for Baldwin Wealth Partners, LLC (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Group8 Ventures LLCAdviser 7.B Vehicle Venture Capital 2024
$10.0M
Adviser-managed fund GAV · As of December 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
100% of Indexed Public Disclosure Rows Shown Above (1/1): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Baldwin Wealth Partners, LLC

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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You are viewing 1 open public preview record — all 1 currently indexed public disclosure record for Baldwin Wealth Partners, LLC are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Separated active manager searches, RFPs & governance updates
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Baldwin Wealth Partners, LLC

Frequently Asked Questions: Baldwin Wealth Partners, LLC

What type of institutional allocator is Baldwin Wealth Partners, LLC and what is their typical disclosed ticket size?

Baldwin Wealth Partners, LLC is categorized under Family Office / MFO (Regional Roadshow Hub: Marion, MA; Headquarters: Marion, MA). Across 1 historical disclosure records tracked on Prilago ($10.0M total parsed USD across disclosed rows), the median disclosed amount is $10.0M (range: $10.0M to $10.0M).

Which private-market strategies appear in Baldwin Wealth Partners, LLC's public disclosures?

Baldwin Wealth Partners, LLC has disclosed records across Venture Capital. Open preview records include Group8 Ventures LLC (2024 Vintage).

How are Baldwin Wealth Partners, LLC's historical records substantiated and separated from active searches on Prilago?

Records for Baldwin Wealth Partners, LLC cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 1 open source trail on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Baldwin Wealth Partners, LLC's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/baldwin-wealth-partners-llc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

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