Asset manager · SAN Francisco, CA
Bristol Group Inc
SEC-registered investment adviser · CRD 105087 · SEC 801-15722
At a glance
Bristol Group Inc is an SEC-registered investment adviser based in SAN Francisco, California, with $2.0 billion in regulatory assets under management as of its Form ADV filed June 1, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 1,048th of 3,218 asset managers and 3,592nd of 17,210 SEC-registered advisers by assets.
Main office 415-398-1022bristolgroupinc.comAs filed on Form ADV
- Regulatory AUM
- $2.0B
- Rank among asset managers
- #1,048 of 3,218
- Rank among all SEC RIAs
- #3,592 of 17,210
- Rank in California
- #405 of 1,873
- Clients
- 20
- Accounts
- 6
- Discretionary
- 75% of AUM
- Employees
- 13
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Jeffrey S. KottManaging Partner, CEO, President
- Todd J. McLayChief Financial Officer
- Todd J. McLayChief Compliance Officer
- Stacy A. FuchsAssistant Compliance Officer
- Stacy A. FuchsExecutive Director & Secretary
Custody and brokerage
Custodian
Bristol Group Inc’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 3 | $1.3B | 63% |
| Pooled investment vehicles | 17 | $745M | 37% |
Private funds
Bristol Group Inc reports 4 private funds with $696M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Bristol Group Inc answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗bristolgroupinc.com ↗
AtlasMembers
The full record on Bristol Group 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
- Locked
- Growth over one, three and five years
- Locked
- Rank against 924 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bristol Group Inc manage?
Bristol Group Inc reports $2.0 billion in regulatory assets under management across 6 accounts, 75% of it on a discretionary basis, on its Form ADV filed June 1, 2026.
What kind of firm is Bristol Group Inc?
Bristol Group Inc is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bristol Group Inc’s clients?
By assets, its largest client types are pension and profit sharing plans ($1.3 billion, 3 clients); pooled investment vehicles ($745 million, 17 clients).
Does Bristol Group Inc manage private funds?
Yes. It reports 4 private funds with $696 million in gross assets, including real estate funds.
Does Bristol Group Inc have any disciplinary history?
Bristol Group Inc answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Bristol Group 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 (2026-06-01), 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 →