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J. L. Bainbridge & Co., Inc.

● SEC registered since 1998CRD 108058SEC# 801-55231Sarasota, FL
Export (members)
Reg. AUM
$1.37B
Employees
11
Accounts
2,070
Location
Sarasota, FL

J. L. Bainbridge & Co., Inc. assets under management

J. L. Bainbridge & Co., Inc. operates as an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 1998. It reports $1.4 billion in regulatory assets under management and employs 11 people.

J. L. Bainbridge & Co., Inc. owners & executives

13 reported
NameTitleOwnershipSince
Angela SchoonoverOwnerUnder 5%1998
Bethany SchoonoverOwnerUnder 5%1998
Bridget Lee SchoonoverOwner5-10%1998
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Frequently asked questions

How much does J. L. Bainbridge & Co., Inc. manage?

J. L. Bainbridge & Co., Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does J. L. Bainbridge & Co., Inc. have?

J. L. Bainbridge & Co., Inc. reports 11 employees.

Where is J. L. Bainbridge & Co., Inc. located?

J. L. Bainbridge & Co., Inc. is based in Sarasota, FL and has been SEC-registered since 1998.

Does J. L. Bainbridge & Co., Inc. disclose fund performance?

J. L. Bainbridge & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1582 Main Street, Sarasota, FL 34236
Phone941-365-3435
Fax941-365-0437
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1742315
Discloses disciplinary historyYes

Regulatory AUM

$1.37B▲ 14%
Mar '25 — $1.2BApr '25 — $1.2BMay '25 — $1.2BJun '25 — $1.2BJul '25 — $1.2BAug '25 — $1.2BSep '25 — $1.2BOct '25 — $1.2BNov '25 — $1.2BDec '25 — $1.2BJan '26 — $1.2BFeb '26 — $1.2BMar '26 — $1.37BApr '26 — $1.37BMay '26 — $1.37BJun '26 — $1.37B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$1.37Bregulatory AUM
Discretionary $1.37B