Wilmington Trust Asset Management, Llc
- Regulatory AUM
- $271M
- Discretionary
- $271M
- Clients
- 5
- Avg AUM / client
- $54.3M
- Accounts
- 5
- Employees
- 40
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $271M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $284M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rodney Square U.S. Large Cap Equity Fund Select, Lp | Other Private Fund | Georgia | $138M | 73 |
| Rodney Square Global Alpha Opportunities Fund, Llc | Other Private Fund | Georgia | $132M | 102 |
| 2015 Select Opportunities Kkr Access Fund, Llc | Private Equity Fund | Georgia | $11.5M | 52 |
| Rodney Square Real Estate Managers Fund Select, Llc | Real Estate Fund | Delaware | $1.7M | 113 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Auto Lenders Liquidation Center, Inc. 401(k) Plan Auto Lenders Liquidation Center, Inc. | 2024 | |
| Galliker Dairy Company Employees 401(k) Savings Plan Galliker Dairy Co. | 2024 | |
| Briad Affiliated Companies 401(k) Plan Briad Wenco, Llc | 2024 | |
| Eagle Group 401(k) Retirement Plan Metal Masters Food Service Equipment Co., Inc. | 2024 | |
| Methods Machine Tools, Inc. Retirement Savings Plan Methods Machine Tools, Inc. | 2024 | |
| The Phoenix Forge Group 401(k) Savings Plan The Phoenix Forge Group, Llc | 2024 | |
| University Of Maryland Medical Center Midtown Campus 401(k) Profit Sharing Plan For Union Employees University Of Maryland Medical System | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Michael Roth | Elected Manager | Feb 2023 (4y) | Less than 5% | |
| Baldauf, Andrew, John | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Warren, Edna, Jennifer | Chair Of The Board And Chief Executive Officer | Feb 2023 (4y) | Less than 5% | |
| Baker, Gerald, E. | Elected Manager | Jun 2024 (2y) | Less than 5% | |
| Mrozinski, Abigail, Riley | Elected Manager | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| M&T Bank Corporation | Owner | Feb 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $284M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rodney Square U.S. Large Cap Equity Fund Select, Lp | Other Private Fund | $138M | $250K | 73 |
| Rodney Square Global Alpha Opportunities Fund, Llc | Other Private Fund | $132M | $250K | 102 |
| 2015 Select Opportunities Kkr Access Fund, Llc | Private Equity Fund | $11.5M | $250K | 52 |
| Rodney Square Real Estate Managers Fund Select, Llc | Real Estate Fund | $1.7M | $250K | 113 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Auto Lenders Liquidation Center, Inc. 401(k) Plan | Auto Lenders Liquidation Center, Inc. | 383 | $19.9M | 01/01/2024 |
| Galliker Dairy Company Employees 401(k) Savings Plan | Galliker Dairy Co. | 259 | $23.8M | 01/01/2024 |
| Briad Affiliated Companies 401(k) Plan | Briad Wenco, Llc | 821 | $11.5M | 01/01/2024 |
| Eagle Group 401(k) Retirement Plan | Metal Masters Food Service Equipment Co., Inc. | 317 | $29.4M | 01/01/2024 |
| Methods Machine Tools, Inc. Retirement Savings Plan | Methods Machine Tools, Inc. | 296 | $60.2M | 01/01/2024 |
| The Phoenix Forge Group 401(k) Savings Plan | The Phoenix Forge Group, Llc | 318 | $44.8M | 01/01/2024 |
| University Of Maryland Medical Center Midtown Campus 401(k) Profit Sharing Plan For Union Employees | University Of Maryland Medical System | 1,022 | $7.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 2.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗