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 an institutional registered investment adviser that works with both individual/family and institutional clients. The firm registered with the SEC in 2015 and operates as a corporation with foreign-entity and individual ownership. Its advisory scope includes portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Bristol Gate charges asset-based fees and can assess performance-based fees on certain mandates. The firm reports being an active ESG investor and participates in the sponsor/GP/managing-member side of pooled vehicles, indicating it both advises and sponsors externally managed or in-house pooled strategies. It also conducts activities characterized as other financial product sales.