Wilmington Trust Asset Management, LLC
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 325489
- Registered since
- March 31, 2023
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Wilmington Trust Asset Management, LLC is an SEC-registered investment adviser organized as a limited liability company that operates as a multifaceted fund manager. The firm is positioned toward institutional clients and is structured to manage and sponsor pooled investment vehicles, including private equity and real estate funds, while also undertaking roles consistent with a commodity pool operator or commodity trading advisor. Its compensation model is percentage-of-assets-under-management. The firm is not identified as an active ESG investor and is not operating as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Michael Keane
Chief Operating OfficerCRD 5630279
Andrew Baldauf
Chief Compliance OfficerCRD 1554676
Anthony Roth
Chief Investment OfficerCRD 4149212
Contacts
3 of 4John Mcdonnell
DirectorCRD 7357929
Lisa Roberts
Head of Wealth ManagementCRD 4573450
Gerald Baker
Elected ManagerCRD 7944101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 1100 N Market St
- Time zone
- ET (UTC-5)
- Office locations
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