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 LLC that functions primarily as a fund manager for pooled investment vehicles and as a CPO/CTA. The firm is registered with the SEC (registration recorded in 2023) and serves an institutional client base, charging fees that are a percentage of assets under management. Its manager classification spans private equity funds, real estate funds and other pooled products, reflecting a multi-faceted fund-management footprint. The firm is not characterized as an active ESG investor. Wilmington Trust Asset Management reports ownership as a combination of a domestic entity and individual ownership. Its industry ties extend across a range of financial intermediaries and sponsor roles: the firm is affiliated with broker-dealers, other investment advisers, banks or thrift institutions, trust companies, insurance companies, and it acts as sponsor/GP or managing member of pooled investment vehicles.
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
Anthony Roth
Chief Investment OfficerCRD 4149212
Michael Keane
Chief Operating OfficerCRD 5630279
Andrew Baldauf
Chief Compliance OfficerCRD 1554676
Contacts
3 of 4
Lisa Roberts
Head of Wealth ManagementCRD 4573450
Edna Warren
Head of FinanceCRD 6252999
John Mcdonnell
DirectorCRD 7357929
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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