Private fund adviser · Toronto, Canada
Bristol Gate Capital Partners Inc.
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
- Regulatory AUM
- $1.5B
- Rank among private fund advisers
- #1,914 of 4,686
- Rank among all SEC RIAs
- #4,244 of 17,210
- Individual clients
- 647
- High-net-worth clients
- 487
- Accounts
- 726
- Discretionary
- 100% of AUM
- Employees
- 22
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Gerald R. HammChief Executive Officer, Director, Shareholder
- Michael A. CapombassisPresident, Shareholder, Director
- Willard J. L'heureuxChair, Director
- Jeffrey R. MarsdenDirector
- Kathleen M. TaylorShareholder
- Izet ElmaziChief Investment Officer, Shareholder
- Marcus J. SpainChief Financial Officer, Chief Compliance Officer, Secretary and Shareholder
- Mark L. SmithDirector
- Patrick D. HammChief Operating Officer, Director and Shareholder
Custody and brokerage
Who it serves
| 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% |
Disciplinary disclosures
Bristol Gate Capital Partners Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗bristolgate.com ↗
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The full record on Bristol Gate Capital Partners Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,971 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Bristol Gate Capital Partners Inc. manage?
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.
What kind of firm is Bristol Gate Capital Partners Inc.?
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.
Who are Bristol Gate Capital Partners Inc.’s clients?
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).
Does Bristol Gate Capital Partners Inc. have any disciplinary history?
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.
Where these numbers come from
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 →