Overview
Assets Under Management: $156 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 63
Average Client Assets: $2 million
Frequently Asked Questions
BRISTLECONE VALUE PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128117), BRISTLECONE VALUE PARTNERS, LLC is subject to fiduciary duty under federal law.
BRISTLECONE VALUE PARTNERS, LLC is headquartered in LOS ANGELES, CA.
BRISTLECONE VALUE PARTNERS, LLC serves 63 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, BRISTLECONE VALUE PARTNERS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BRISTLECONE VALUE PARTNERS, LLC manages $156 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, BRISTLECONE VALUE PARTNERS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 323
Discretionary Accounts: 319
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 128117
Last Filing Date: 2025-02-25 00:00:00
Website: https://bristlecone-vp.com