BAINBRIDGE INVESTMENT ADVISORS LLC

Overview

Bainbridge Investment Advisors LLC acts as a small, discretionary wealth manager focused on individuals and families. The firm manages portfolios on a percentage-of-AUM fee basis and provides portfolio management for individuals and small businesses. Its stated allocation preferences show a clear tilt toward publicly traded equities — exchange-traded securities represent the largest segment of client portfolios — while the firm also uses mutual funds and allocates to third-party alternatives (hedge funds and real estate) to round out client exposures. Portfolios are managed on a discretionary basis, indicating the firm implements asset selection and trading without seeking client sign-off on every trade.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices