{
  "crd_number": 175139,
  "slug": "bristol-gate-capital-partners-inc-toronto-175139",
  "primary_business_name": "BRISTOL GATE CAPITAL PARTNERS INC.",
  "legal_name": "BRISTOL GATE CAPITAL PARTNERS INC.",
  "dbas": [],
  "city": "Toronto",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-05-11",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-05-21",
  "carried_forward": false,
  "raum_total": 1512642341.0,
  "raum_discretionary": 1512642341.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 22,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 68985163.0,
      "count": 20
    },
    "individuals": {
      "raum": 33146120.0,
      "count": 160
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 152827458.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 6953122.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 277887280.0,
      "count": 487
    },
    "pooled_investment_vehicles": {
      "raum": 877184086.0,
      "count": 8
    },
    "corporations_other_businesses": {
      "raum": 95659112.0,
      "count": 49
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MS",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://bristolgate.com",
    "https://facebook.com/BristolGate",
    "https://linkedin.com/company/bristolgate",
    "https://vimeo.com/bristolgate",
    "https://x.com/BRISTOLGATE"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175139",
  "city_as_filed": "TORONTO",
  "url": "https://advisorcensus.com/firm/bristol-gate-capital-partners-inc-toronto-175139",
  "display_name": "Bristol Gate Capital Partners Inc.",
  "summary": "Bristol Gate Capital Partners Inc. is an SEC-registered investment advisory firm in Toronto, Canada, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 21, 2026.",
  "citation": "AdvisorCensus. Bristol Gate Capital Partners Inc. (CRD 175139): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Bristol Gate Capital Partners Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bristol Gate Capital Partners Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Bristol Gate Capital Partners Inc. located?",
      "a": "Bristol Gate Capital Partners Inc.'s principal office is in Toronto, Canada, according to its Form ADV."
    },
    {
      "q": "Is Bristol Gate Capital Partners Inc. registered with the SEC or a state?",
      "a": "Bristol Gate Capital Partners Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175139."
    },
    {
      "q": "How much does Bristol Gate Capital Partners Inc. manage?",
      "a": "Bristol Gate Capital Partners Inc. reports $1,512,642,341 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bristol Gate Capital Partners Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bristol Gate Capital Partners Inc.: Regulatory assets under management: $1,704,074,150 in the October 2021 data and $1,512,642,341 in the October 2026 data, down 11%. Total employees: 14 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bristol Gate Capital Partners Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (487); individuals (other than high net worth individuals) (160); corporations or other businesses not listed above (49)."
    },
    {
      "q": "Which custodians does Bristol Gate Capital Partners Inc. use?",
      "a": "Bristol Gate Capital Partners Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Investor Services Trust and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bristol Gate Capital Partners Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175139"
    },
    {
      "q": "What changed in Bristol Gate Capital Partners Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $2,077,514,400 to $1,512,642,341 (-27%). Registered or notice-filed in KY."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1704074150.0,
      "total_employees": 14,
      "filing_date": "2021-05-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2074876670.0,
      "total_employees": 16,
      "filing_date": "2022-05-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1874911194.0,
      "total_employees": 19,
      "filing_date": "2023-05-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2159136231.0,
      "total_employees": 20,
      "filing_date": "2024-05-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2077514400.0,
      "total_employees": 20,
      "filing_date": "2025-05-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1512642341.0,
      "total_employees": 22,
      "filing_date": "2026-05-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 12.",
        "Regulatory assets under management went from $2,077,514,400 to $1,512,642,341 (-27%).",
        "Registered or notice-filed in KY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "RBC Investor Services Trust",
      "name_as_filed": "RBC INVESTOR SERVICES TRUST",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bristol-gate-capital-partners-inc-toronto-175139.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 160,
      "fewer_than_5": false,
      "raum": 33146120.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 487,
      "fewer_than_5": false,
      "raum": 277887280.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 877184086.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 152827458.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 20,
      "fewer_than_5": false,
      "raum": 68985163.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 6953122.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 49,
      "fewer_than_5": false,
      "raum": 95659112.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175139",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}