David Fleer
Bristlecone Value Partners, LLC
12301 Wilshire Blvd., Suite 320
Los Angeles, CA 90025 USA
Work 1-877-806-4141
www.Bristlecone-VP.com

Information Request Form

Have a question about Bristlecone Value Partners? Want to know more about joining our select group of clients? Submit your information below along with a brief note and we will contact you.

Our focus is delivering investment results, not marketing. We welcome referrals from existing clients and their CPAs or attorneys. We are currently accepting new clients who share our investment values, long-term horizon, and have a minimum of $500,000 in investable assets.

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Main Office


Address:

12301 Wilshire Blvd.
Suite 320
Los Angeles, CA 90025

Telephone:

1-877-806-4141

Fax:

1-310-806-4140

Email:

info@bristlecone-vp.com


Driving Directions

By clicking Submit you agree to the:

  • Terms of use of the website

Please carefully read the following terms and conditions. By accessing or using this website, you acknowledge that you have read, understand, and agree to be bound by these terms and conditions. If you do not agree to be bound by or comply with these terms and conditions, do not access or use this website. Any changes, modifications, or additions to, or deletions from these terms or conditions shall be effective upon posting on this website. If you use this website after we post changes to the terms and conditions, you accept the terms and conditions as changed. We expressly reserve the right to monitor any use of this website.

- Informational Purposes Only

This website is for informational purposes only. This website does not constitute an offering or recommendation by Bristlecone Value Partners, LLC of any security, investment management service, or advisory service in any jurisdiction in which such offering or recommendation would be unlawful under the securities laws of such jurisdiction. We do not provide investment advice, tax advice, or legal advice through the public areas of this website, and you agree that such areas will not be used by you for such purposes. We do not represent that the securities, products, or services discussed on, or accessible through, the public areas of this website are suitable for any particular investor. You acknowledge that your requests for information are unsolicited, and the provision of any information through the public areas of this website shall not constitute or be considered investment advice, or an offer to sell, or a solicitation of an offer to buy any security.

- Timeliness of Content

We disclaim any intention or obligation to update or revise any information contained in this website, whether as a result of new information, future events, or otherwise.

- Intended Audience

The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Bristlecone Value Partners, LLC or its affiliates to any registration requirement within such jurisdiction or country.

- Jurisdiction

Bristlecone Value Partners, LLC is a Delaware limited liability company registered with the U.S. Securities and Exchange Commission ("SEC") as an investment advisor pursuant to the Investment Advisors Act of 1940.

We offer our products and services to residents of the United States. However, we do not claim that the products or services in this website are available in any particular state or other jurisdiction or appropriate for any particular investor. If you choose to access this website from a location other than the United States, you do so on your own initiative, and you are responsible for compliance with any applicable local laws.

- Risk Warning

Past performance is not necessarily a guide to future performance. The value of investments and the income from them can go down as well as up. You may not get back the amount originally invested.

- Disclaimer of Warranty and Limitation of Liability

The information on this site is provided "AS IS". We do not warrant the accuracy of the materials provided herein, either expressly or impliedly, for any particular purpose and expressly disclaims any warranties or merchantability or fitness for a particular purpose. We will not be responsible for any loss or damage that could result from your use of this website. Although some of the information provided to you on this site is obtained or compiled from sources we believe to be reliable, we cannot and do not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose.

You agree that neither Bristlecone Value Partners, LLC, nor its officers, members, managers, employees, or agents shall have any liability to you under any theory of liability or indemnity arising out of or relating to your use of the website. You hereby release and forever waive any and all claims you may have against Bristlecone Value Partners, LLC, its officers, members, managers, employees, and agents (including but not limited to claims based upon the negligence of Bristlecone Value Partners, LLC, its officers, members, managers, employees, and agents ) for losses or damages you sustain arising out of or relating to use of the website.

- Copyright or Other Notices

THE CONTENTS OF THIS WEBSITE, INCLUDING ITS "LOOK AND FEEL" (E.G., TEXT, GRAPHICS, IMAGES, LOGOS, AND BUTTON ICONS), EDITORIAL CONTENT, NOTICES, SOFTWARE (INCLUDING HTML-BASED COMPUTER PROGRAMS) AND OTHER MATERIAL, ARE PROTECTED UNDER BOTH UNITED STATES AND FOREIGN COPYRIGHT, TRADEMARK, AND OTHER LAWS. These contents belong or are licensed to us. We hereby grant you the right to view and use this website subject to the terms and conditions of these terms and condition. You may download and/or print a copy of the information provided in this website for your internal use only. Permission to reprint or electronically reproduce any document or graphic in whole or in part for any other purpose is expressly prohibited, unless prior written consent is obtained from the respective copyright holder(s). In any event, you agree not to modify, amend, reduce the size of or in any way obliterate any warnings, liability limitations, disclosures or notices (including any copyright or trademark notice) associated with the information.

WE DO NOT AUTHORIZE OTHER WEB SITES TO LINK TO THIS WEBSITE WITHOUT OUR PRIOR PERMISSION. Please contact us should you wish to effect such a link.

- Use of Links

Should you leave this site via a link contained herein, and view content that its not provided by us, you do so at its own risk. The content to which you link will not have been developed, checked for accuracy, or otherwise reviewed by us. We are not responsible for damages or losses caused by any delays, defects or omissions that may exist in the services, information or other content provided in such site, whether actual, alleged, consequential or punitive. We make no guarantees or representations as to, and shall have no liability for, any electronic content delivered by any third party, including, without limitation, the accuracy, subject matter, quality or timeliness of any electronic content.

  • Privacy Policy

Maintaining the confidentiality of client personal financial information is very important to Bristlecone Value Partners, LLC (“Bristlecone”). Bristlecone may collect several types of nonpublic personal information about clients or investors, including:

  • Information from forms that clients may fill out and send to Bristlecone in connection with an advisory account (such as name, address, and social security number).
  • Information a client may give Bristlecone orally.
  • Information about the amount clients have invested in an advisory account.
  • Information about any bank account clients may use for transfers between a bank account and an advisory account.

Bristlecone will not sell or disclose client personal information to anyone except as permitted or required by law. Information collected may be shared with the independent auditors in the course of the annual audit of Bristlecone. Bristlecone may also share this information with Bristlecone’s legal counsel as deemed appropriate and with regulators. Finally, Bristlecone may disclose information about clients or investors at the client’s or investor’s request (for example, by sending duplicate account statements to someone designated by the client or investor), or as otherwise permitted or required by law.

Within Bristlecone, access to information about clients is restricted to those employees who need to know the information to service client accounts. Bristlecone’s employees are trained to follow our procedures to protect client privacy and are instructed to access information about clients only when they have a business reason to obtain it.

Bristlecone reserves the right to change this privacy policy in the future, but we will not disclose client or investor nonpublic personal information except as required or permitted by law without giving the client or investor an opportunity to instruct us
not to.

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