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BRISTOL GATE CAPITAL PARTNERS INC.
CRD 175139 · SEC 801-96241
45 ST. CLAIR AVENUE WEST, SUITE 601, TORONTO, AL, M4V 1K9, Canada
Phone
416-921-7076
Fax
416-921-3551
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.51B
Discretionary AUM
$1.51B
Team
22 total employees; 12 advisory reps; 11 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $33.1M |
| High net worth individuals | 487 | $277.9M |
| Pooled investment vehicles | 8 | $877.2M |
| Charitable organizations | 20 | $69.0M |
| Corporations/business entities | 49 | $95.7M |
States served
AL, AZ, CA, CO, DC, GA, IL, IN, KY, LA, MD, MA, MI, MN, MS, NE, NV, NJ, NY, NC, OH, OK, PA, SC, TN, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD