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BRISTLECONE VALUE PARTNERS, LLC
CRD 128117 · SEC 801-81088
12301 WILSHIRE BOULEVARD, SUITE 320, LOS ANGELES, CA, 90025, United States
Phone
310-806-4141
Fax
310-806-4140
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.4M
Discretionary AUM
$186.1M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $6.1M |
| High net worth individuals | 62 | $175.4M |
| Pooled investment vehicles | 1 | $5.2M |
| Charitable organizations | 2 | $1.5M |
| Corporations/business entities | 1 | $200K |
States served
CA, NE, OR, NH
All web addresses on file
Official SEC filing: View on IAPD