Bristlecone Value Partners, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 128117
- Registered since
- March 9, 2015
- Website
- bristlecone-vp.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI93.1%
- Individuals3.24%
- Pooled Investment Vehicles2.76%
- Charitable Organizations0.8%
- Corporations / Businesses0.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Bristlecone Value Partners, LLC is an SEC-registered investment adviser (registered in 2015) organized as an LLC that operates as both an independent RIA and a hedge fund manager. The firm serves individuals, families and institutional clients and acts as a capital allocator, using both internally managed portfolios and allocations to outside managers. Its advisory services include portfolio management for individuals and pooled investment vehicles and the selection of other advisers. Compensation comes from asset-based fees and performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities18%
- Private Funds3%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Josh Graybill
PartnerCRD 5655874
Jean-luc Nouzille
Portfolio Manager, Co-FounderCRD 2208571
David Fleer
Portfolio Manager, Co-FounderCRD 2807692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$104M in ETFs
76%
$79.1M
13%
$24.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $16.7M | 234,679 | 16.08% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 12301 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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