Wilmington Funds Management Corporation

RIASEC RegisteredEst. 1984
Total AUM
$16.1B
Discretionary
$16.1B
100% of AUM
Avg account
$1.6B
Accounts
10
Employees
39
Advisory reps
11

Firm details

Headquarters
Wilmington, Delaware
CRD number
105163
Registered since
September 17, 1984
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Wilmington Funds Management Corporation is a corporation registered with the SEC since 1984 that operates as an institutional registered investment adviser. The firm identifies its client base as institutional and charges fees on a percentage-of-assets-under-management basis. Its stated advisory role is portfolio management for investment companies, and it also reports business activity as a CPO/CTA. Wilmington Funds Management is not positioned as an active ESG investor, is not multi-state, and is not described as a pension consultant or a capital allocator. Ownership is noted as a combination of a domestic entity and an individual. The firm lists multiple industry affiliations beyond the RIA channel, including relationships with broker-dealers, other investment advisers, banking or thrift institutions, trust companies, insurance companies, and sponsorship or GP roles in pooled investment vehicles. That mix of affiliations aligns with its focus on institutional mandates and on managing investment-company and pooled-vehicle mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Andrew Baldauf

    Andrew Baldauf

    Chief Compliance OfficerCRD 1554676

  • Luke Tilley

    Luke Tilley

    Chief EconomistCRD 6455008

  • Michael Keane

    Michael Keane

    Chief Operating OfficerCRD 5630279

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Contacts

3 of 6
  • Matthew Glaser

    Matthew Glaser

    Global Head of EquitiesCRD 2652525

  • Gerald Baker

    Elected ManagerCRD 7944101

  • John Mcdonnell

    DirectorCRD 7357929

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth