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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freePrivate fund adviser · Toronto, Canada
SEC-registered investment adviser · CRD 175139 · SEC 801-96241
At a glance
Bristol Gate Capital Partners Inc. is an SEC-registered investment adviser based in Toronto, Canada, with $1.5 billion in regulatory assets under management as of its Form ADV filed May 21, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 647 individual clients. By Form ADV it is a private fund adviser, ranked 1,914th of 4,686 private fund advisers and 4,244th of 17,210 SEC-registered advisers by assets.
Main office 416-921-7076bristolgate.comLinkedInAs filed on Form ADV
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 8 | $877M | 58% |
| High-net-worth individuals | 487 | $278M | 18% |
| Pension and profit sharing plans | – | $153M | 10% |
| Corporations or other businesses | 49 | $96M | 6% |
| Charitable organizations | 20 | $69M | 5% |
| Individuals | 160 | $33M | 2% |
| Other investment advisers | – | $7M | <1% |
Bristol Gate Capital Partners Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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Bristol Gate Capital Partners Inc. reports $1.5 billion in regulatory assets under management across 726 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 21, 2026.
Bristol Gate Capital Partners Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
By assets, its largest client types are pooled investment vehicles ($877 million, 8 clients); high-net-worth individuals ($278 million, 487 clients); pension and profit sharing plans ($153 million).
Bristol Gate Capital Partners Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Every figure is Bristol Gate Capital Partners Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →