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BRISTOL GROUP INC
CRD 105087File 801-15722
APPROVED
Custody
Disclosure events
Filing as of Jun 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.04B
Top 25% of cohort (national)
Discretionary AUM
$1.54B
Non-discretionary $500.7M
Clients
20
6 accounts
Employees
13
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 12, 1981
- Principal office
- 350 SANSOME STREET, SUITE 900, SAN FRANCISCO, CA, 94104
- Phone
- 415-398-1022
- Website
- HTTP://BRISTOLGROUPINC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.04B
- Discretionary AUM
- $1.54B
- Non-discretionary AUM
- $500.7M
- Discretionary accounts
- 4
- Non-discretionary accounts
- 2
- Total accounts
- 6
- AUM per client
- $101.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 17 | $744.5M |
| Pension and profit sharing plans | 3 | $1.29B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF CONTRIBUTED CAPITAL AND DISTRIBUTABLE CASH FLOW.
- Performance-based fees
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2026 | AUM | $2,395,935,000 | $2,037,047,000 | decreased by$358,888,000 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 14 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,609,917,000 | $2,395,935,000 | decreased by$213,982,000 |
| Apr 1, 2022 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2022 | AUM | $2,357,895,000 | $2,609,917,000 | increased by$252,022,000 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRISTOL GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRISTOL GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.