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 that primarily manages pooled investment vehicles for institutional clients. The firm is structured to operate as a fund manager across several vehicle types — its public classification includes private equity funds, real estate funds and other pooled product providers — and it also carries CPO/CTA designations, allowing it to run commodity or managed-futures style programs where appropriate. Fee arrangements are percentage-of-AUM based, and the firm is not characterized as an active ESG investor. The firm’s operating posture is manager-centric rather than a pure capital allocator: it advises and operates pooled vehicles and engages third-party alternative managers across strategies rather than acting solely as an external allocator. Wilmington Trust Asset Management, LLC sits within a network of industry affiliations that include broker-dealer, banking, trust company and insurance relationships, which supports fund administration, custody and sponsor roles.
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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