# Bristol Group Inc

> Bristol Group Inc is an SEC-registered investment advisory firm in San Francisco, CA, registered since 1981, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 105087
- Filed as: BRISTOL GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105087
- AdvisorCensus page: https://advisorcensus.com/firm/bristol-group-inc-san-francisco-ca-105087

## Quick answers

**How is Bristol Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Bristol Group Inc reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bristol Group Inc located?**
Bristol Group Inc's principal office is in San Francisco, CA, according to its Form ADV.

**Is Bristol Group Inc registered with the SEC or a state?**
Bristol Group Inc is an SEC-registered investment advisory firm, registered since 1981. Status as filed: Approved. CRD 105087.

**How much does Bristol Group Inc manage?**
Bristol Group Inc reports $2,037,047,000 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (75% discretionary).

**How have Bristol Group Inc's assets and staff changed since 2021?**
In the Form ADV data for Bristol Group Inc: Regulatory assets under management: $2,357,895,000 in the October 2021 data and $2,037,047,000 in the October 2026 data, down 14%. Total employees: 17 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bristol Group Inc serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (17); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Bristol Group Inc report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105087

**What changed in Bristol Group Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $2,395,935,000 to $2,037,047,000 (-15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,037,047,000
- Discretionary: $1,536,329,000
- Non-discretionary: $500,718,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 17 | $744,503,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $1,292,544,000 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1981 (45 years)
- Employees: 13 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105087

### Websites listed on Form ADV (Item 1.I)
- bristolgroupinc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,357,895,000 | 17 | March 30, 2021 |
| October 2022 | $2,609,917,000 | 16 | June 9, 2022 |
| October 2023 | $2,929,035,000 | 16 | June 22, 2023 |
| October 2024 | $2,605,225,000 | 16 | May 15, 2024 |
| October 2025 | $2,395,935,000 | 14 | May 2, 2025 |
| October 2026 | $2,037,047,000 | 13 | June 1, 2026 |

Regulatory assets under management: $2,357,895,000 in the October 2021 data and $2,037,047,000 in the October 2026 data, down 14%.
Total employees: 17 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $2,395,935,000 to $2,037,047,000 (-15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bristol Group Inc (CRD 105087): Form ADV filing data as of October 2026.