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Building 2BRISTLECONE VALUE PARTNERS, LLC

Map pinLOS ANGELES, CA
Phone310-806-4141
NotebookSEC #801-81088
Total AUM
$188.4M
Employees
3
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12301 WILSHIRE BOULEVARD
SUITE 320
LOS ANGELES
CA 90025
United States
Operating Hours
7:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
310-806-4141
Other Offices
3

ReceiptFinancials

Total AUM
$188.4M
Accounts
323
Discretionary
$186.1M
Accounts
319
Non-Discretionary
$2.3M
Accounts
4

ContactClients

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Individual Clients
28
AUM
$6.1M
HNW Individual Clients
62
AUM
$175.4M
Pooled Vehicle Clients
1
AUM
$5.2M
Charitable Organization Clients
2
AUM
$1.5M
Corporation or Business Clients
1
AUM
$200K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANENHOR

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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