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BRISTOL GATE CAPITAL PARTNERS INC.
CRD 175139File 801-96241
APPROVED
Retail clients
Filing as of May 21, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.BRISTOLGATE.COM
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 type | Clients | AUM |
|---|---|---|
| Other | 49 | $95.7M |
| Charitable organizations | 20 | $69.0M |
| Other investment advisers | Fewer than 5 | $7.0M |
| High net worth individuals | 487 | $277.9M |
| Pooled investment vehicles | 8 | $877.2M |
| Pension and profit sharing plans | Fewer than 5 | $152.8M |
| Individuals (other than high net worth individuals) | 160 | $33.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 20 | 22 | increased by2 |
| Jun 1, 2026 | Clients | 879 | 724 | decreased by155 |
| Jun 1, 2026 | AUM | $2,077,514,400 | $1,512,642,341 | decreased by$564,872,059 |
| Jun 1, 2026 | Accounts | 881 | 726 | decreased by155 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 895 | 879 | decreased by16 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,159,136,231 | $2,077,514,400 | decreased by$81,621,831 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 897 | 881 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 20 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 941 | 895 | decreased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,074,876,670 | $2,159,136,231 | increased by$84,259,561 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 951 | 897 | decreased by54 |
| Jun 1, 2022 | Employees | 14 | 16 | increased by2 |
| Jun 1, 2022 | Clients | 578 | 941 | increased by363 |
| Jun 1, 2022 | AUM | $1,704,074,150 | $2,074,876,670 | increased by$370,802,520 |
| Jun 1, 2022 | Accounts | 587 | 951 | increased by364 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRISTOL GATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRISTOL GATE” 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.