SAN FRANCISCO, CACRD 105087Latest ADV March 17, 2026
Bristol Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 17, 2026, reports $2.0B in regulatory assets under management, 13 employees, and 6 accounts.
Assets Under Management
$2.0B
Employees
13
Offices
--
Total Clients
20
Primary office
SAN FRANCISCO, CA
350 SANSOME STREET, SUITE 900, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Fixed fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 85.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
85.0%
17
2
Pension Plans
15.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 17, 2026
Discretionary75.4%
$1.5B
75% of total RAUM75.4%
Non-discretionary24.6%
$501M
25% of total RAUM24.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts6
10Y AUM Change$-24M (-1.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee2:1
10Y Employee Change-5 (-27.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.