Bristol Gate Capital Partners Inc. (Toronto)


Bristol Gate Capital Partners Inc. is a large advisory firm based in Toronto. It manages $918.29 million of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2015.

Bristol Gate Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as exempt market dealer (canada).

Bristol Gate Capital Partners: assets under management

The assets under management (AUM) of Bristol Gate Capital Partners Inc. is $918.29 million. The firm's AUM has grown by 309% since the beginning of its operation, and $893.94 million of the total AUM is attributable to clients outside of the United States.

The firm manages $775.36 million in discretionary accounts and $142.93 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.82 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $20.42 million.

Investments

The firm invests in exchange traded securities the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bristol Gate Capital Partners Inc. 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.

What kind of clients Allan Peter Simmie serves?

The firm provides services to charitable organizations, other investment advisers, high net worth individuals, and pooled investment vehicles. The largest group of clients of Allan Peter Simmie is pooled investment vehicles with 5 clients and $150.94 million of assets under management. Among the 7 most similar advisory firms, Bristol Gate Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $236.44 million for 53 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 39% of the firm’s clients are foreign persons or businesses.

Bristol Gate Capital Partners doesn't advise any private funds.

Careers at Bristol Gate Capital Partners Inc.

The company employs 14 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person 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.

Allan Peter Simmie has been acting as President since 1 Mar 2006. Richard Edward Talbot joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Allan Peter Simmie Director 1 Mar 2006 25% - 50% 6482916
Gerald Richard Hamm Chief executive officer 1 Dec 2009 25% - 50% 6482913
Michael John Mcneil Chief operating officer and chief compliance officer 1 Feb 2014 Other 4636254
Michael Aristidis Capombassis President 1 Dec 2014 Other 6482918
Stephen William Gross Chief financial officer 1 Dec 2014 Other 6482924
Stephen William Gross Shareholder 1 Feb 2015 Other 6482924
Michael John Mcneil Chief operating officer, chief financial officer and chief compliance officer 1 Feb 2015 Other 4636254
John Howard Butler Director 1 May 2016 Other 6956627
Willard John L'heureux Director, shareholder 1 May 2016 Other 6956635
Jeffrey Ross Marsden Director 1 May 2017 Other 6956641
Reyer Johannus Barel Co-chief investment officer 1 May 2017 Other 6804872
Liping Wang Chief financial officer 1 Sep 2017 Other 6860162
Kathleen Margaret Taylor Chief compliance officer 1 May 2018 Other 5979148
Izet Elmazi Senior portfolio manager, shareholder 1 May 2018 Other 7125794
Richard Edward Talbot Chief executive officer 1 Jun 2018 Other 4441147

Based in Toronto

The principal office where Bristol Gate Capital Partners Inc. performs its advisory services is located at 45 St. Clair Avenue West, Toronto, M4 V 1 K9, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 416-921-7076 or by fax 416-921-3551. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at bristolgate.com.

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