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 is a fee‑only, employee‑owned investment adviser that provides asset allocation, investment advisory, and sub‑advisory services to individuals, families, and institutions. The firm manages roughly $188 million for about 90 clients and offers portfolio management for individual accounts as well as separately managed equity accounts. Bristlecone generally provides discretionary investment supervisory services, gathering suitability information to set objectives, construct asset allocations, select securities, and rebalance portfolios; its Large Cap Value separately managed strategy typically holds 30–40 concentrated, low‑turnover positions (generally companies with market capitalizations above $3 billion). The firm monitors accounts continuously, usually requires discretionary authority, and notes that tax efficiency is not its primary management objective. What distinguishes Bristlecone from many peers is that it also serves as general partner and investment adviser to Bristlecone Microcap Fund LP, a private pooled investment vehicle that concentrates in lower‑liquidity microcap companies and pays a performance‑based incentive allocation (an incentive fee equal to 20% of net profit above a 6% annual hurdle subject to a high‑water mark). Because it manages both the private fund and client accounts, the brochure discloses potential side‑by‑side conflicts and describes policies for allocation and fair valuation intended to address incentives created by performance‑based fees.

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.