Hedge Fund Database

J. L. BAINBRIDGE & CO., INC.

Adviser information for J. L. BAINBRIDGE & CO., INC. last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,870 $963.5M
Non-Discretionary 0 $0
Total 1,870 $963.5M

Clients

Type Number RAUM
Individuals 530 $193.4M
HNW Individuals 261 $759.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $1.7M
Charitable organizations <5 $984,607
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $7.8M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-55231
SEC ERA File Number 801-55231
SEC CIK Numbers 1742315
SEC CRD Numbers 108058
Legal Entity Identifier None

Principal Office

1582 MAIN STREET
SARASOTA
FL
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 941-365-3435, Fax: 941-365-0437

Websites

www.linkedin.com/company/j.l.bainbridge www.instagram.com/jlbainbridge/ www.facebook.com/jlbainbridge/ www.jlbainbridge.com vimeo.com/jlbainbridge www.youtube.com/@j.l.bainbridge www.youtube.com/@j.l.bainbridgecompanyinc.5395

Chief Compliance Officer

JOHN B LEEMING
PRESIDENT/OWNER
1582 MAIN STREET
SARASOTA
FL
United States
Tel: 941-296-7217
Fax: 941-365-0437
(Full email address available in API data)

Regulatory Contact

JERRY L. BAINBRIDGE
OWNER/CEO
1582 MAIN STREET
SARASOTA
FL
United States
Tel: 941-296-7215
Fax: 941-365-0437
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BAINBRIDGE, JERRY, LEE Individual – OWNER/CEO 11/1980 10-25%
BAINBRIDGE, FAY, ELLEN Individual – TREASURER/SECRETARY/OWNER 06/1987 10-25%
SCHOONOVER, BRIDGET, LEE Individual – OWNER 01/1998 5-10%
OLDHAM, JOEL, GORDON Individual – SENIOR VICE PRESIDENT/OWNER 01/2005 10-25%
LEEMING, JOHN, BREWSTER Individual – PRESIDENT/CHIEF COMPLIANCE OFFICER/OWNER 03/2018 10-25%
THOMPSON, DAVID, RYAN Individual – VICE PRESIDENT/OWNER 06/2017 < 5%
SCHOONOVER, ANGELA Individual – OWNER 01/1998 < 5%
CHUEKA, DANIELLE, AMBROSIO Individual – CLIENT SERVICES REPRESENTATIVE 05/2021 < 5%
SCHOONOVER, BETHANY Individual – OWNER 01/1998 < 5%
CHAUVEL, JENNIFER Individual – CLIENT SERVICES/COMPLIANCE MANAGER/OWNER 01/2016 < 5%
SCHOONOVER, CHARLES Individual – OWNER 01/1998 < 5%

No. Employees, Historic

105020192020202120222023202420258 on 8/28/20199 on 3/9/20209 on 3/13/20209 on 6/15/20208 on 3/19/20218 on 3/19/20218 on 3/29/20218 on 8/24/20218 on 9/3/20218 on 12/9/20218 on 3/3/20228 on 3/7/20228 on 3/16/20228 on 4/11/20228 on 8/29/20228 on 10/14/20228 on 10/28/20228 on 3/21/20238 on 4/28/20237 on 10/12/20239 on 3/12/2024

RAUM, Historic

1B500M02019202020212022202320242025600033158 on 8/28/2019812903745 on 3/9/2020812903745 on 3/13/2020812903745 on 6/15/2020783326590 on 3/19/2021783326590 on 3/19/2021783326590 on 3/29/2021783326590 on 8/24/2021783326590 on 9/3/2021783326590 on 12/9/2021956380954 on 3/3/2022956380954 on 3/7/2022956380954 on 3/16/2022956380954 on 4/11/2022956380954 on 8/29/2022956380954 on 10/14/2022956380954 on 10/28/2022740302322 on 3/21/2023740302322 on 4/28/2023740302322 on 10/12/2023963532809 on 3/12/2024

No. Clients, Historic

90045002019202020212022202320242025819 on 8/28/2019786 on 3/9/2020786 on 3/13/2020786 on 6/15/2020787 on 3/19/2021787 on 3/19/2021787 on 3/29/2021787 on 8/24/2021787 on 9/3/2021787 on 12/9/2021779 on 3/3/2022779 on 3/7/2022779 on 3/16/2022779 on 4/11/2022779 on 8/29/2022779 on 10/14/2022779 on 10/28/2022787 on 3/21/2023787 on 4/28/2023787 on 10/12/2023798 on 3/12/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
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