J. L. BAINBRIDGE & CO., INC.
CRD #108058 SEC #801-55231 SARASOTA, FL 941-365-3435
SEC Registered Disclosures
Total AUM
$1.2B
Discretionary
$1.2B
Employees
11
Clients
26
Accounts
1,954
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.2B | $1.2B | $0 | 11 | 0 |
| Mar 2025 | $1.2B | $1.2B | $0 | 11 | 0 |
| Aug 2024 | $1.1B | $1.1B | $0 | 9 | 0 |
| Jul 2024 | $1.1B | $1.1B | $0 | 9 | 0 |
| Jun 2024 | $963.5M | $963.5M | $0 | 9 | 0 |
| Apr 2024 | $963.5M | $963.5M | $0 | 10 | 0 |
| Mar 2024 | $963.5M | $963.5M | $0 | 9 | 0 |
| Oct 2023 | $740.3M | $740.3M | $0 | 7 | 0 |
| Apr 2023 | $740.3M | $740.3M | $0 | 8 | 0 |
| Mar 2023 | $740.3M | $740.3M | $0 | 8 | 0 |
| Oct 2022 | $956.4M | $956.4M | $0 | 8 | 0 |
| Oct 2022 | $956.4M | $956.4M | $0 | 8 | 0 |
| Aug 2022 | $956.4M | $956.4M | $0 | 8 | 0 |
| Apr 2022 | $956.4M | $956.4M | $0 | 8 | 0 |
| Mar 2022 | $956.4M | $956.4M | $0 | 8 | 0 |
| Mar 2022 | $956.4M | $956.4M | $0 | 8 | 0 |
| Mar 2022 | $956.4M | $956.4M | $0 | 8 | 0 |
| Dec 2021 | $783.3M | $783.3M | $0 | 8 | 0 |
| Sep 2021 | $783.3M | $783.3M | $0 | 8 | 0 |
| Aug 2021 | $783.3M | $783.3M | $0 | 8 | 0 |
| Mar 2021 | $783.3M | $783.3M | $0 | 8 | 0 |
| Mar 2021 | $783.3M | $783.3M | $0 | 8 | 0 |
| Jun 2020 | $812.9M | $812.9M | $0 | 9 | 0 |
| Mar 2020 | $812.9M | $812.9M | $0 | 9 | 0 |
| Mar 2020 | $812.9M | $812.9M | $0 | 9 | 0 |
| Aug 2019 | $600M | $600M | $0 | 8 | 0 |
| Mar 2019 | $600M | $600M | $0 | 8 | 0 |
| Oct 2018 | $694.8M | $694.8M | $0 | 8 | 0 |
| Sep 2018 | $689.9M | $689.9M | $0 | 8 | 0 |
| Sep 2018 | $689.9M | $689.9M | $0 | 8 | 0 |
| Jun 2018 | $689.9M | $689.9M | $0 | 8 | 0 |
| Mar 2018 | $752.5M | $752.5M | $0 | 8 | 0 |
| Mar 2017 | $614.2M | $614.2M | $0 | 7 | 800 |
| Sep 2016 | $602.6M | $602.6M | $0 | 8 | 900 |
| Feb 2016 | $602.6M | $602.6M | $0 | 8 | 900 |
| Jan 2016 | $582.9M | $582.9M | $0 | 8 | 900 |
| Apr 2015 | $582.9M | $582.9M | $0 | 6 | 900 |
| Mar 2015 | $582.9M | $582.9M | $0 | 6 | 800 |
| Mar 2014 | $451.9M | $451.9M | $0 | 6 | 800 |
| Apr 2013 | $325M | $325M | $0 | 6 | 700 |
| Mar 2012 | $283M | $283M | $0 | 6 | 700 |
| Mar 2011 | $281.4M | $281.4M | $0 | 10 | -- |
| Jul 2009 | $227.2M | $227.2M | $0 | 10 | -- |
| Mar 2009 | $227.2M | $227.2M | $0 | 10 | -- |
| Mar 2008 | $442.9M | $442.9M | $0 | 10 | -- |
| Mar 2008 | $371.4M | $371.4M | $0 | 10 | -- |
| Oct 2007 | $371.4M | $371.4M | $0 | 10 | -- |
| Aug 2007 | $371.4M | $371.4M | $0 | 10 | -- |
| Mar 2007 | $371.4M | $371.4M | $0 | 10 | -- |
| Mar 2006 | $371.4M | $371.4M | $0 | 10 | -- |
| Oct 2005 | $290.4M | $290.4M | $0 | 10 | -- |
| Sep 2005 | $290.4M | $290.4M | $0 | 10 | -- |
| May 2005 | $290.4M | $290.4M | $0 | 10 | -- |
| Mar 2004 | $208.8M | $208.8M | $0 | 5 | -- |
DateJun 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients0
DateAug 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients0
DateJul 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients0
DateJun 2024
Total AUM$963.5M
Discretionary$963.5M
Non-Disc.$0
Employees9
Clients0
DateApr 2024
Total AUM$963.5M
Discretionary$963.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$963.5M
Discretionary$963.5M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$740.3M
Discretionary$740.3M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$740.3M
Discretionary$740.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$740.3M
Discretionary$740.3M
Non-Disc.$0
Employees8
Clients0
DateOct 2022
Total AUM$956.4M
Discretionary$956.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2022
Total AUM$956.4M
Discretionary$956.4M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$956.4M
Discretionary$956.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2022
Total AUM$956.4M
Discretionary$956.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$956.4M
Discretionary$956.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$956.4M
Discretionary$956.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$956.4M
Discretionary$956.4M
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$812.9M
Discretionary$812.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$812.9M
Discretionary$812.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$812.9M
Discretionary$812.9M
Non-Disc.$0
Employees9
Clients0
DateAug 2019
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$694.8M
Discretionary$694.8M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$689.9M
Discretionary$689.9M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$689.9M
Discretionary$689.9M
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$689.9M
Discretionary$689.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$752.5M
Discretionary$752.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$614.2M
Discretionary$614.2M
Non-Disc.$0
Employees7
Clients800
DateSep 2016
Total AUM$602.6M
Discretionary$602.6M
Non-Disc.$0
Employees8
Clients900
DateFeb 2016
Total AUM$602.6M
Discretionary$602.6M
Non-Disc.$0
Employees8
Clients900
DateJan 2016
Total AUM$582.9M
Discretionary$582.9M
Non-Disc.$0
Employees8
Clients900
DateApr 2015
Total AUM$582.9M
Discretionary$582.9M
Non-Disc.$0
Employees6
Clients900
DateMar 2015
Total AUM$582.9M
Discretionary$582.9M
Non-Disc.$0
Employees6
Clients800
DateMar 2014
Total AUM$451.9M
Discretionary$451.9M
Non-Disc.$0
Employees6
Clients800
DateApr 2013
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees6
Clients700
DateMar 2012
Total AUM$283M
Discretionary$283M
Non-Disc.$0
Employees6
Clients700
DateMar 2011
Total AUM$281.4M
Discretionary$281.4M
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$442.9M
Discretionary$442.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$371.4M
Discretionary$371.4M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$371.4M
Discretionary$371.4M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$371.4M
Discretionary$371.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$371.4M
Discretionary$371.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$371.4M
Discretionary$371.4M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$208.8M
Discretionary$208.8M
Non-Disc.$0
Employees5
Clients--