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BRISTOL GROUP INC
CRD 105087File 801-15722
APPROVED
Custody
Disclosure events
Filing as of Jun 1, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.