BRISTOL GROUP INC

RIASEC RegisteredEst. 1981

Total AUM

$2B

Discretionary

$1.5B

75% of AUM

Avg account

$340M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 105087
Registered since: January 12, 1981
Website: bristolgroupinc.com
Fee structure: Fixed Fees, Performance Based Fees, Other
Client types: Pension & Profit Sharing Plans63.45%
Pooled Investment Vehicles36.55%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bristol Group Inc is a corporation organized around real-estate-focused pooled investment vehicles and institutional portfolio mandates. The firm has been SEC-registered since 1981 and is owned by an individual; it serves primarily institutional clients and operates as sponsor, general partner and managing member for its pooled vehicles. Advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions rather than retail wealth management. Fee arrangements include fixed fees, performance-based fees and other negotiated structures. Bristol Group does not describe itself as an active ESG investor and is not registered as a multi-state adviser.