Bainbridge Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$34,361,569
Total clients
27
100% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$1,272,651
About
Bainbridge Investment Advisors LLC provides discretionary portfolio management and investment consulting primarily to individuals and trusts, serving both high‑net‑worth and non‑HNW households. The firm manages a relatively small client base and oversees approximately $34 million in client assets, typically implementing domestic large‑cap equity portfolios benchmarked to the S&P 500.
The firm emphasizes a balance‑sheet‑focused, value‑oriented approach, seeking well‑capitalized, liquid companies with relatively low price‑earnings multiples and supplementing equity exposure with strategies such as an Inflation Fund, closed‑end fund and income‑focused strategies. Portfolios are managed on a discretionary basis with semi‑annual reviews, accommodation of client‑imposed restrictions, and a small portion of assets managed in a more aggressive, hedged manner (under 6% of AUM).
A noteworthy distinction is the firm’s use of leverage in certain strategies—specifically closed‑end municipal funds that employ leverage and the firm’s willingness to use borrowing within managed accounts—which is uncommon among peers. The firm’s principal also maintains a registered‑representative role at a broker‑dealer and the firm recommends custodians that provide administrative and support services, a relationship the brochure discloses as a potential conflict of interest.
Client services
Expertise
Fee options
Investment consulting fees may be fixed fees up to $10,000 per quarter.
$0+: 0.95% +: 2.75%
Commissions from securities transactions executed through SL Reed; trailing commissions from mutual funds.
Main office location
Bainbridge Investment Advisors LLC
11111 Santa Monica Blvd., Suite 1200
Los Angeles CA 90025, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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