Bristol Gate Capital Partners Inc.

RIASEC RegisteredEst. 2015

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$2.1M

Accounts

726

Employees

Advisory reps

Firm details

Headquarters: Toronto,
CRD number: 175139
Registered since: May 11, 2015
Website: www.bristolgate.com
Custodians: UBS FINANCIAL SERVICES INC., RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles57.99%
HNWI18.37%
Pension & Profit Sharing Plans10.1%
Corporations / Businesses6.32%
Charitable Organizations4.56%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bristol Gate Capital Partners Inc. is a corporation that registered with the SEC in 2015 and serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. It also acts as a sponsor, general partner and managing member of pooled investment vehicles and is identified as an active ESG investor. Compensation is primarily a percentage of assets under management with the potential for performance-based fees. The firm is classified as a non-multi-state adviser and lists owner types that include a foreign entity and an individual.