Bristol Group Inc
- Regulatory AUM
- $2.0B
- Discretionary
- $1.5B
- Clients
- 20
- Avg AUM / client
- $102M
- Accounts
- 6
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $745M | 36.5% |
| Pension and profit sharing plans | 3 | $1.3B | 63.5% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $908M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bristol Industrial Ii, L.P. | Real Estate Fund | Delaware | $407M | 3 |
| Bristol Value Ii, L.P. | Real Estate Fund | Delaware | $243M | 10 |
| Bristol Value Iii, L.P. | Real Estate Fund | Delaware | $154M | 6 |
| Bristol Miami Sc, L.P. | Real Estate Fund | Delaware | $104M | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kott, Jeffrey, S. | Principal, Managing Partner & Vice President | Jan 1988 (39y) | 75% or more | |
| Mclay, Todd, J. | Chief Financial Officer | Jan 2000 (27y) | Less than 5% | |
| Fuchs, Stacy, Ann | Assistant Compliance Officer | Aug 2005 (21y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $908M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bristol Industrial Ii, L.P. | Real Estate Fund | $407M | $50.0M | 3 |
| Bristol Value Ii, L.P. | Real Estate Fund | $243M | $5.0M | 10 |
| Bristol Value Iii, L.P. | Real Estate Fund | $154M | $10.0M | 6 |
| Bristol Miami Sc, L.P. | Real Estate Fund | $104M | $50.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 1.9 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: BRISTOL GROUP FAILED TO FILE AND UPDATE REQUIRED FORMS PF FOR PRIVATE FUNDS UNDER MANAGEMENT. Status: Final Sanction Detail: $75,000 PENALTY PAID BY BRISTOL GROUP, INC. ON JUNE 7, 2018. NO PORTION OF PENALTY WAS WAIVED. Summary: IN JANUARY 2018 THE SEC CONDUCTED AN ADMINISTRATIVE PROCEEDING AGAINST BRISTOL GROUP, INC. FOR FAILURE TO FILE REQUIRED FORM PF. BRISTOL'S FAILURE TO FILE FORM PF WAS ADMINISTRATIVE AND DUE TO A MISCALCULATION AS TO THE REQUIRED FILING THRESHOLD. PROMPTLY UPON RECEIVING NOTICE FROM THE SEC, BRISTOL IMMEDIATELY FILED ALL REQUIRED FORMS TO RESTORE TO FULL COMPLIANCE. BRISTOL GROUP SETTLED THE MATTER WHICH WAS FINALIZED ON JUNE 1, 2018.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Fixed fees
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF CONTRIBUTED CAPITAL AND DISTRIBUTABLE CASH FLOW.
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗