Bristol Group Inc

Bristol Group, Inc. is a SEC-registered investment adviser founded in 1980, specializing in real estate investment management and development. The firm focuses on high return value-added investments, work-outs for pension funds, and industrial property development. Bristol manages approximately $2.93 billion in assets under management, with discretionary and non-discretionary accounts. Clients include major pension funds and qualified investors. The firm offers tailored relationships with investment policy statements and various agreements. Fee structures include fixed annual fees and performance-based compensation. Bristol conducts fundamental financial and market analyses for long-term investment programs, emphasizing micro-research, asset management, and special situations. Risks include market, business, liquidity, and financial risks. The firm has no legal or disciplinary events in 2021. Bristol does not engage in financial industry activities or affiliations. Employees adhere to a Code of Ethics, and personal trading is monitored. The firm reviews client accounts quarterly and annually, providing performance reports and audited financial statements. Bristol has a Business Continuity Plan and maintains an information security program. The firm values client privacy and confidentiality. Key personnel include Managing Partner Jeffrey S. Kott, who has extensive experience in real estate and legal fields.