Bristol Gate Capital Partners Inc

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Assets, Funds, Holdings

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Bristol Gate Capital Partners Inc
CRD #175139
SEC #801-96241
CIK #0001650142
AUM $2.1 B (2025-05-23)
Employees 20 (55% Investors, 0% Brokers)
Phone416-921-7076
Address45 St Clair Avenue West
Toronto, Canada
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
3.02.41.81.20.60.02011201620212026
Sector Form 13F Holdings Value ($B)
General Electric Co 0.1
Broadcom Inc 0.1
Intuit Inc 0.1
Microsoft Corp 0.1
VISA Inc 0.1
Mastercard Inc 0.1
Cintas Corp 0.1
Westinghouse Air Brake Technologies Corp 0.1
Moodys Corp /DE/ 0.1
Sherwin Williams Co 0.1
View All
Holdings by Sector ($B)
3.02.41.81.20.60.02013201720212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Bristol Gate US Equity Fund LLC [2016-05-27] 0.2 0.7
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 199 0.0
(b) Individuals (high net worth individuals) 575 0.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 9 1.3
(g) Pension and profit sharing plans 0 0.1
(h) Charitable organizations 19 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 77 0.2
(n) Other 0 0.0
Total 881 2.1
By Discretionary
Discretionary 881 2.1
Non-Discretionary 0 0.0
Total 881 2.1
By Non-United States Persons
Non-United States Persons 1.6
United States Persons 0.5
Total 881 2.1
Form D Directors # Filings # Firms 2011 - 2025
Scott Craven Jones 14
Joe Hardiman 12
Michael Capombassis 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001650142]
Comparable Firms State AUM ($B)
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Elm Partners Management LLC
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CornerStone Advisory LLC
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Fort Point Capital Partners LLC
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Fairview Capital Investment Management LLC
CA 2.0
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