Bristlecone Value Partners, LLC

Bristlecone Value Partners, LLC is a registered investment adviser based in Los Angeles, California, established in 2004. The firm specializes in providing asset allocation, investment advisory, and sub-advisory services to individuals, families, and institutions. They offer discretionary and non-discretionary investment supervisory services tailored to meet clients' needs and investment objectives. Bristlecone also provides separately managed equity accounts with a focus on the Large Cap Value strategy, primarily investing in shares of mid to large-cap companies. Clients typically require a minimum allocation of $100,000 for this service. The firm operates as a fee-only independent, employee-owned asset management firm, with fees based on a percentage of assets under management. Fees are billed quarterly in advance and are negotiable based on individual client circumstances. Bristlecone acts as a fiduciary, ensuring that client interests are prioritized. The firm's investment strategies include Investment Supervisory Services and Large Cap Value, with a focus on risk management and diversification. Clients receive regular account reviews and reports to monitor performance and ensure alignment with their investment objectives. Bristlecone maintains a comprehensive Privacy Notice to protect clients' personal financial information and has a Business Continuity Plan in place to address significant business disruptions.