Bainbridge Capital Management, LLC (Portland)

Bainbridge Capital Management, LLC is an adviser based in Portland. It manages $338.68 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002.

Bainbridge Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bainbridge Capital Management: assets under management

The assets under management (AUM) of Bainbridge Capital Management, LLC is $338.68 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $338.68 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $169.34 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bainbridge Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bainbridge Capital Management, LLC

John Young Keffer has been acting as President since 1 Mar 2002. John Douglas Berthy joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Ives Goldstein	Secretary	1 Mar 2002	Other	2631725
Nanette King Chern	Chief compliance officer	1 Mar 2002	Other	1718029
John Young Keffer	President/manager	1 Mar 2002	Other	1010213
Llc Forum Investment Advisors	20% owner	1 Mar 2002	Other	01-0513997
Charles Fredrick Johnson	Treasurer	1 May 2002	Other	4162273
Leslie Charles Berthy	Vp/manager/senior portfolio manager	1 Aug 2002	Other	1565599
Richard John Berthy	Vp/manager	1 Aug 2002	Other	1341368
Carl Anthony Bright	Vice-president	1 Aug 2002	Other	1567545
Llc Bainbridge Holdings Lcb	13.34% owner	1 Aug 2002	Other	foreign
Llc Bainbridge Holdings Jam	13.33% owner	1 Aug 2002	Other	foreign
Llc Rjb	13.33% owner	1 Aug 2002	Other	foreign
William Richard Baker	Manager	1 Aug 2002	Other	4587341
Jeffrey Alan Maffett	Senior vp/manager	1 Aug 2002	Other	4587346
Ohio Heritage Bancorp	20% owner	1 Aug 2002	Other	31-1411217
Colonial Banc Corp.	20% owner	1 Aug 2002	Other	31-1018209
John Young Keffer	Manager	1 Jun 2004	Other	1010213
Richard John Berthy	President/manager	1 Jun 2004	Other	1341368
Carl Anthony Bright	Vp/treasurer	1 Jun 2004	Other	1567545
Richard L. Furry	Secretary	1 Jun 2004	Other	4833891
Richard John Berthy	President/manager/secretary	1 Jul 2004	Other	1341368
Llc Foreside Solutions	25% owner	1 Dec 2004	25% - 50%	68-0583429
John Douglas Berthy	25% owner and vice president	1 Dec 2004	25% - 50%	4200851
John Douglas Berthy	Vice president	1 Jan 2005	Other	4200851
Llc Majar	25% owner	1 Jan 2005	25% - 50%	foreign

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Young Keffer	Owner	1 Dec 1997	75% - 100%	1010213
Llc Forum Financial Group	Holding company	1 Jan 1998	75% - 100%	01-0513996
Llc Forum Trust	Nondepository trust co.	1 Jan 1998	75% - 100%	01-0514418
John Young Keffer	Owner	1 Dec 2003	75% - 100%	1010213
Carl Anthony Bright	Owner	1 Mar 2004	75% - 100%	1567545

Based in Portland

The principal office where Bainbridge Capital Management, LLC performs its advisory services is located at Two Portland Square, Portland, ME 04101, which is also the mailing address of the firm. An additional office of the firm is in Kirkland, WA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 207-553-7110 or by fax 207-553-7151. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday.