Private Market View

The Baldwin Group (NAS: BWIN)

Other · Tampa, Florida

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • The Baldwin Group (NAS: BWIN) is a other based in Tampa, Florida.

About The Baldwin Group (NAS: BWIN)

The Baldwin Group is an insurance company based in Tampa, Florida. Established in 2011, the company is an independent insurance distribution firm delivering tailored insurance and risk management insights and solutions. The assets are managed by the executive management team.

Registered with the SEC

Form ADV · 2026-04 · CRD 312284
Regulatory AUM
Private fund assets
Private funds
Staff
50
Registered office
TAMPA, FL
SEC status
Approved

Discloses a disciplinary history on Form ADV.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as THE BALDWIN GROUP WEALTH ADVISORS, LLC).

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Portfolio

Portfolio — not yet on record

No portfolio companies for The Baldwin Group (NAS: BWIN) are on record yet. Positions surface from round participations, filings, and coverage.

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