Bristlecone Value Partners, LLC is a large advisory firm based in Los Angeles. It manages $105.1 million of regulatory assets for 271 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and New Hampshire.
Bristlecone Value Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. 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 Bristlecone Value Partners, LLC is $105.1 million. The firm's AUM has gone down by -81% since the beginning of its operation, and $2.7 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bristlecone Value Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pooled investment vehicles. The largest group of clients of Bristlecone Value Partners is high net worth individuals with 72 clients and $102.2 million of assets under management. Among the 8 most similar advisory firms, Bristlecone Value Partners has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $105.1 million for 81 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 3% of the firm’s clients are foreign persons or businesses.
Bristlecone Value Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bristlecone Value Partners, LLC performs its advisory services is located at 12301 Wilshire Boulevard, Los Angeles, CA 90025, which is also the mailing address of the firm. An additional office of the firm is in Agoura Hills, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-806-4141 or by fax 310-806-4140. The normal business hours are 7:00 a.m. to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at bristlecone-vp.com/.