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Bristlecone Value Partners, LLC
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Bristlecone Value Partners, LLC Share
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Overview Share
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Los Angeles, California
$126.6 million AUM
2 offices

Bristlecone Value Partners, LLC is based in Los Angeles, California and has $126.6 million in assets under management.

Location
12301 Wilshire Boulevard
Suite 320
Los Angeles, CA 90025
$126.6 million
AUM
3
Employees
AUM Share
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$126,600,000
Assets under management
300 clients
Number of clients
Average investment size is $422,000
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 15 $1,600,000 1% $106,667
High net worth individuals 69 $123,100,000 97% $1,784,058
Pooled investment vehicles 1 $1,900,000 2% $1,900,000
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$126,600,000
Assets under management
$42,200,000
AUM per employee
$42,200,000
AUM per investment analyst
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Compensation

Bristlecone Value Partners, LLC makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Bristlecone Value Partners, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 128,117
SEC number 801-81088
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date May 06, 2020

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