Bristol Gate Capital Partners Inc.
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 724
- Avg AUM / client
- $2.1M
- Accounts
- 726
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 160 | $33.1M | 2.19% |
| High net worth individuals | 487 | $278M | 18.4% |
| Pooled investment vehicles (non-investment companies) | 8 | $877M | 58.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $153M | 10.1% |
| Charitable organizations | 20 | $69.0M | 4.56% |
| Other investment advisers | Fewer than 5 clients | $7.0M | 0.46% |
| Corporations and other businesses | 49 | $95.7M | 6.32% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| L'heureux, Willard, John | Chair, Director | Sep 2003 (23y) | ≈ 3.75% – 10% via A'postrophe Capital Partners Ltd. | |
| Hamm, Gerald, Richard | Chief Executive Officer, Director, Shareholder | Dec 2009 (17y) | ≈ 18.75% – 50% via Cabot Ventures Ltd. | |
| Capombassis, Michael, Aristidis | President, Shareholder, Director | Dec 2014 (12y) | 10% – 25% | |
| Marsden, Jeffrey, Ross | Director | May 2017 (9y) | Less than 5% | |
| Taylor, Kathleen, Margaret | Chief Compliance Officer, Shareholder | May 2018 (8y) | 5% – 10% | |
| Izet Elmazi | Chief Investment Officer, Shareholder, Director | CFA | Feb 2019 (8y) | 5% – 10% |
| Spain, Marcus, John | Chief Financial Officer, Secretary And Shareholder | Nov 2019 (7y) | 5% – 10% | |
| Smith, Mark, Lawrence | Director | May 2021 (5y) | Less than 5% | |
| Hamm, Patrick, David | Chief Operating Officer And Shareholder | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cabot Ventures Ltd. | Shareholder | Apr 2020 | A | 25% – 50% |
| A'postrophe Capital Partners Ltd. | Shareholder | Apr 2009 | A | 5% – 10% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- L'heureux, Willard, John: 75% – 100% of A'postrophe Capital Partners Ltd. × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Hamm, Gerald, Richard: 75% – 100% of Cabot Ventures Ltd. × 25% – 50% direct ≈ 18.75% – 50% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $591M (28% of AUM) May 2022
- UBS $385M (25% of AUM) May 2026
- RBC $211M (14% of AUM) May 2026
- Bmo Nesbitt Burns $135M (15% of AUM) Jan 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗