WILMINGTON TRUST ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$271M
Discretionary
$271M
100% of AUM
Avg account
$54.3M
Accounts
5
Employees
40
Advisory reps
7

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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 4
  • JOHN MCDONNELL

    DirectorCRD 7357929

  • LISA ROBERTS

    Head of Wealth ManagementCRD 4573450

  • Gerald Baker

    Elected ManagerCRD 7944101

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth