Data / Investment advisers / California / Bristol Group Inc
Bristol Group Inc, San Francisco, CA: $2 billion AUM, SEC registered investment adviser
Bristol Group Inc is an SEC registered investment adviser with its main office in San Francisco, California and reports $2 billion in regulatory assets under management in its Form ADV filed June 1, 2026. Its clients include pension and profit sharing plans and pooled investment vehicles. It is paid through fixed fees, performance based fees and other fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 105087
- SEC file number
- 801-15722
- SEC status
- Approved, effective January 12, 1981
- Main office
- 350 Sansome Street Suite 900, San Francisco, CA 94104
- Phone
- (415) 398-1022
- Website
- bristolgroupinc.com
- Regulatory AUM
- $2,037,047,000 in the Form ADV filed June 1, 2026
- Discretionary AUM
- $1,536,329,000
- Non discretionary AUM
- $500,718,000
- Accounts
- 6
- Employees
- 13, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- fixed fees, performance based fees, other fees
- Private funds
- 4: 4 real estate funds
- Gross assets of private funds
- $696,244,000
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- June 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 3 | $1.29 billion |
| Pooled investment vehicles | 17 | $744.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.04 billion | March 17, 2026 |
| December 1, 2025 | $2.40 billion | May 2, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hmi Capital Management, L.P. | San Francisco | $2.15 billion | 2 | adviserinfo.sec.gov |
| Intermede Global Partners Inc | San Francisco | $2.14 billion | Not listed | adviserinfo.sec.gov |
| Carrick Capital Partners | San Francisco | $2.08 billion | 31 | adviserinfo.sec.gov |
| True Wind Capital Management, L.P. | San Francisco | $2.08 billion | 12 | adviserinfo.sec.gov |
| Sofi Wealth LLC | San Francisco | $2.05 billion | Not listed | adviserinfo.sec.gov |
| Soma Equity Partners, LP | San Francisco | $1.95 billion | 2 | adviserinfo.sec.gov |
| Legalist | San Francisco | $1.92 billion | 13 | adviserinfo.sec.gov |
| Resolute Partners Group | San Francisco | $1.91 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Bristol Group Inc on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.