David Fleer
Bristlecone Value Partners, LLC
12301 Wilshire Blvd., Suite 320
Los Angeles, CA 90025 USA
Work 1-877-806-4141
:: Individuals & Families
:: Investment Process
:: Foundations & Endowments
:: SEC Brochure
(Form ADV)

Foundations & Endowments

Doing Our Part

Bristlecone offers discounted services to qualifying charitable organizations making use of our:

  • Comprehensive investment management process
  • Large Cap Value separate account strategy

Charitable Organizations Receive:

  • Waived advisory fees for first $1 million under management
  • 25% discount from standard fee schedule for assets over $1 million

Why Bristlecone Offers This Discount

  • Smaller foundations often lag larger organizations in investment performance due to proportionally higher fees
  • Every dollar a charity saves in administrative expenses means more for programs
  • Helps Bristlecone’s employees fulfill philanthropic goals

Contact us to tell us about your organization’s needs and see how we might help.

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