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 (registration recorded in 2015) that operates as an independent RIA with hedge-fund activity. The firm serves both individuals/families and institutional clients and acts as a capital allocator, offering portfolio management for individual accounts and for pooled investment vehicles as well as selection of other advisers. Its compensation structure combines a percentage-of-assets fee with performance-based fees, reflecting its hybrid RIA/hedge-fund positioning. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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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