BRISTLECONE VALUE PARTNERS, LLC

CRD 128117File 801-81088

APPROVED

Retail clients

Custody

Filing as of Feb 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$188.4M

Bottom 25% of cohort (national)

Discretionary AUM

$186.1M

Non-discretionary $2.3M

Clients

323 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Mar 9, 2015
Principal office: 12301 WILSHIRE BOULEVARD, SUITE 320, LOS ANGELES, CA, 90025
Phone: 310-806-4141
Website: https://www.facebook.com/BristleconeVP/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $188.4M
Discretionary AUM: $186.1M
Non-discretionary AUM: $2.3M
Discretionary accounts: 319
Non-discretionary accounts: 4
Total accounts: 323
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$200K
Charitable organizations	Fewer than 5	$1.5M
High net worth individuals	62	$175.4M
Pooled investment vehicles	1	$5.2M
Individuals (other than high net worth individuals)	28	$6.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

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.