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Building 2BRISTOL GROUP INC

Map pinSAN FRANCISCO, CA
Phone415-398-1022
NotebookSEC #801-15722
Total AUM
$2B
Employees
13
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 SANSOME STREET
SUITE 900
SAN FRANCISCO
CA 94104
United States
Operating Hours
8:30 A.M.-5:30 P.M.
Monday - Friday
Phone
415-398-1022

ReceiptFinancials

Total AUM
$2B
Accounts
6
Discretionary
$1.5B
Accounts
4
Non-Discretionary
$500.7M
Accounts
2

ContactClients

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Pooled Vehicle Clients
17
AUM
$744.5M
Pension/Profit Sharing Plan Clients
3
AUM
$1.3B

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
REAL ESTATE INVESTMENT MANAGEMENT SERVICES TO SELECT PUBLIC AND PRIVATE PENSION FUNDS.
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Performance-Based
Other Compensation
PERCENTAGE OF CONTRIBUTED CAPITAL AND DISTRIBUTABLE CASH FLOW.

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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