Bainco International Investors LLC is a large advisory firm based in Boston. It manages $901.87 million of regulatory assets for 680 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Massachusetts, and 5 other states.
Bainco International Investors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bainco International Investors LLC is $901.87 million. The firm's AUM has grown by 22% since the beginning of its operation, and $37.94 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Bainco International Investors 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Bainco International Investors is high net worth individuals with 74 clients and $849.67 million of assets under management. Among the 10 most similar advisory firms, Bainco International Investors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $855.84 million for 86 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 4% of the firm’s clients are foreign persons or businesses.
Bainco International Investors doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Bainco International Investors LLC is owned by Jeffrey Matthew Mortimer. Justin Joseph Dumouchelle has served as the Chief Investment Officer since 1 Dec 2017. Jessica B Foley joined the executive team most recently as the Member/Chief Compliance Officer.
The principal office where Bainco International Investors LLC performs its advisory services is located at 699 Boylston Street, Boston, MA 02116, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-536-0333 or by fax 617-456-3039. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at bainco.com.