LOS ANGELES, CACRD 128117Latest ADV February 20, 2026
Bristlecone Value Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated February 20, 2026, reports $188M in regulatory assets under management, 3 employees, 3 offices, and 323 accounts.
Assets Under Management
$188M
Employees
3
Offices
3 offices
Total Clients
94
Primary office
LOS ANGELES, CA
12301 WILSHIRE BOULEVARD, SUITE 320, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.0% of total clients.
Top client categories% of clientsClients
1
HNWI
66.0%
62
2
Individuals
29.8%
28
3
Charitable
2.1%
2
4
Pooled Investment Vehicles
1.1%
1
5
Corporations
1.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$188Mas of February 20, 2026
Discretionary98.8%
$186M
99% of total RAUM98.8%
Non-discretionary1.2%
$2M
1% of total RAUM1.2%
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$188M
Total Accounts323
10Y AUM Change+$89M (+89.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee31:1
10Y Employee Change0 (0.0%)
* 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.