J. L. Bainbridge & Co. is an investment advisor in Sarasota with $740.30 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
650802619
SEC advisor number
801-55231
FINRA CRD number
108058
AUM ?
$740.30 mm
(as of 28 Apr 23)
Accounts
1,761
(as of 28 Apr 23)
Employees
8
(5 investment advisory or research)
Address
J. L. Bainbridge & Co.
1582 MAIN STREET
SARASOTA
FL 34236
1582 MAIN STREET
SARASOTA
FL 34236
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
9413653435
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bainbridge, Jerry, Lee | Owner/ceo | 11/1980 | 10-25% |
Bainbridge, Fay, Ellen | Treasurer/secretary/owner | 06/1987 | 10-25% |
Schoonover, Bridget, Lee | Owner | 01/1998 | 5-10% |
Oldham, Joel, Gordon | Senior Vice President/owner | 01/2005 | 10-25% |
Leeming, John, Brewster | President/chief Compliance Officer/owner | 03/2018 | 10-25% |
Thompson, David, Ryan | Vice President/owner | 06/2017 | < 5% |
Schoonover, Angela | Owner | 01/1998 | < 5% |
Schoonover, Bethany | Owner | 01/1998 | < 5% |
Chauvel, Jennifer | Client Services/compliance Manager/owner | 01/2016 | < 5% |
Schoonover, Charles | Owner | 01/1998 | < 5% |
Chueka, Danielle, Ambrosio | Client Services Representative | 05/2021 | < 5% |
Burset, Marissa, Lee | Family Wealth Manager | 12/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21