A complete list of active advisors currently associated with Bristlecone Value Partners, LLC

Warmer can help you find a great advisor at Bristlecone Value Partners, LLC or one who fits your needs even better.

Bristlecone Value Partners provides discretionary investment advisory and asset management services to individuals, families, high‑net‑worth clients, trusts, charitable organizations, and other institutions. In addition to separately managed equity accounts and investment supervisory services, the firm acts as the general partner and investment manager of a private pooled microcap fund offered by private placement. The firm predominantly follows value-oriented equity strategies and an investment supervisory approach that relies on fundamental analysis, intrinsic‑value estimates, and periodic rebalancing; mature portfolios are typically concentrated, often holding fewer than 40 names. For its pooled vehicle, Bristlecone targets microcap companies with below‑average market capitalizations, limited liquidity, and low institutional research coverage, and the fund is managed under a performance‑based compensation arrangement subject to qualification thresholds and a high‑water mark. Distinctive aspects of the firm relative to peers include its role as a private fund adviser and its provision of portfolio management for pooled vehicles, along with the use of performance‑based fees for the fund — features that are uncommon among supported firms. The firm also discloses that custody of client assets arises principally from its GP role in the fund, has ended standing letters of authorization, and maintains written policies to address allocation, valuation, and other conflicts associated with side‑by‑side management.

To learn more about the advisors currently working at Bristlecone Value Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.