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BRISTOL GATE CAPITAL PARTNERS INC.

CRD 175139File 801-96241
APPROVED
Retail clients
Filing as of May 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.51B
Above cohort median (national)
Discretionary AUM
$1.51B
Clients
724
726 accounts
Employees
22

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
May 11, 2015
Principal office
45 ST. CLAIR AVENUE WEST, SUITE 601, TORONTO, M4V 1K9
Phone
416-921-7076

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.51B
Discretionary AUM
$1.51B
Non-discretionary AUM
$0
Discretionary accounts
726
Non-discretionary accounts
0
Total accounts
726
AUM per client
$2.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other49$95.7M
Charitable organizations20$69.0M
Other investment advisersFewer than 5$7.0M
High net worth individuals487$277.9M
Pooled investment vehicles8$877.2M
Pension and profit sharing plansFewer than 5$152.8M
Individuals (other than high net worth individuals)160$33.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
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
No

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.