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Bristol Wealth Group
Bristol Wealth Group is an SEC-registered investment adviser in Taunton, MA, registered since 2024. The firm manages approximately $986 million in assets.
Overview
Bristol Wealth Group is an SEC-registered investment adviser in Taunton, MA, registered since 2024. The firm manages approximately $986 million in assets. It has 10 employees and 6 investment advisers.
General information
Firm type
RIA
Frequently asked questions
How does Bristol Wealth Group source its deal flow?
Given the total absence of a public platform, deal flow almost certainly arrives through proprietary networks — direct banking relationships, peer-family introductions, or advisor circles — rather than through inbound solicitation or intermediary platforms. There is no indication of a formal sourcing team.
Does Bristol Wealth Group make fund commitments or only direct investments?
No portfolio disclosure is available to clarify the balance between fund commitments and direct positions. Family offices with similarly low profiles often blend allocations to third-party private equity and hedge fund vehicles with direct real estate and private company stakes, but this is speculative for Bristol.
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