The BRISTLECONE VALUE PARTNERS is a privately held investment adviser that advises $188.4mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BRISTLECONE VALUE PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 43.53% over the last 5-years.
The Group has been registered with the SEC for 11.4 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 12301 WILSHIRE BOULEVARD SUITE 320, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $188.4mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 3 other accounts. Assets of High Net Worth Individuals clients own $175.4mn or 93.1% of Total Assets and Individuals own $6.1mn or 3.24% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
BRISTLECONE VALUE PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.