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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

BRISTOL GATE CAPITAL PARTNERS INC.

CRD 175139

TORONTO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b1c4dc5b-e35b-cff7-7ae4-a7046a68f8ce

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 9
On other graphs: 0
Observed: Apr 28, 2015 to May 21, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.21 fund_share=0.58 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-05-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $311MderivedItem 5.D individuals plus high net worth individuals
Private client share: 21%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $1.5Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 726
Individual clients: 160
High net worth clients: 487
SEC number: 801-96241
CIK: 1650142
CRD: 175139
Filings on the tape: 22
First filed: Apr 28, 2015
Latest filed: May 21, 2026
Organised: Corporation

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Izet Elmazi	Chartered Financial Analyst	Toronto	4	10	n/a	no
Jason Ryan Miller	Chartered Financial Analyst	Toronto	0	10	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BRISTOL GATE US EQUITY FUND LLC	Hedge Fund	$670,834	May 27, 2016	2	May 27, 2016	dropped	021-248467

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CABOT VENTURES LTD.	Shareholder	C	yes	04/2020	May 21, 2026	May 21, 2026
CAPOMBASSIS, MICHAEL,	PRESIDENT, SHAREHOLDER, DIRECTOR	B	yes	12/2014	May 21, 2026	May 21, 2026
Elmazi, Izet	CHIEF INVESTMENT OFFICER, SHAREHOLDER	A	yes	02/2019	May 21, 2026	May 21, 2026
HAMM, GERALD, RICHARD	CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER	C	yes	12/2009	May 21, 2026	May 21, 2026
Hamm, Patrick, David	CHIEF OPERATING OFFICER, DIRECTOR AND SHAREHOLDER	A	yes	02/2024	May 21, 2026	May 21, 2026
SPAIN, MARCUS, JOHN	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, SECRETARY AND SHAREHOLDER	A	yes	11/2019	May 21, 2026	May 21, 2026
HAMM, GERALD, RICHARD	DIRECTOR AND SHAREHOLDER	E	yes	09/2018	Apr 28, 2015	May 24, 2024
L'HEUREUX, WILLARD, JOHN	DIRECTOR AND SHAREHOLDER	E	yes	09/2003	May 25, 2018	May 24, 2024
L'HEUREUX, WILLARD, JOHN	CHAIR, DIRECTOR	A	no	05/2016	May 21, 2026	May 21, 2026
Marsden, Jeffrey, Ross	Director	Na	no	05/2017	May 21, 2026	May 21, 2026
Smith, Mark, Lawrence	Director	Na	no	05/2021	May 21, 2026	May 21, 2026
TAYLOR, KATHLEEN, MARGARET	Shareholder	A	no	05/2018	May 21, 2026	May 21, 2026
A'POSTROPHE CAPITAL PARTNERS LTD.	Shareholder	A	no	04/2009	May 20, 2022	May 24, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRISTOL GATE DIVIDEND GENERAL PARTNER INC.	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 5, 2025	$2.2B	$2.2B	20	13	0	n/a	n/a
2023	May 26, 2023	$1.9B	$1.9B	19	12	0	n/a	n/a
2022	May 20, 2022	$2.1B	$2.1B	16	11	0	n/a	n/a
2021	May 3, 2021	$1.7B	$1.7B	14	9	0	n/a	n/a
2020	May 11, 2020	$971M	$935M	15	10	1	n/a	n/a
2019	May 24, 2019	$918M	$775M	14	10	1	n/a	n/a
2018	May 25, 2018	$832M	$721M	17	9	0	n/a	n/a
2017	May 31, 2017	$747M	$659M	16	8	n/a	n/a	n/a
2016	May 27, 2016	$652M	$652M	14	5	n/a	1	$670,834

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$1.5B	$1.9B	-19.3%	$1.7B	-3.9%	22	19	0	0

Relationships

Registered with (1)

← Izet ElmaziAdvisorregistration: current employment
Jun 24, 2022 to presentfactForm ADV

Controls (8)

← TAYLOR, KATHLEEN, MARGARETOwnerCHIEF COMPLIANCE OFFICER, SHAREHOLDER, ownership code A, individual
May 25, 2018 to May 24, 2024factForm ADV
← SPAIN, MARCUS, JOHNOwnerCHIEF FINANCIAL OFFICER, SECRETARY AND SHAREHOLDER, ownership code A, individual
Nov 19, 2019 to May 24, 2024factForm ADV
← HAMM, GERALD, RICHARDOwnerDIRECTOR AND SHAREHOLDER, ownership code E, individual
Apr 28, 2015 to May 24, 2024factForm ADV
← CAPOMBASSIS, MICHAEL, ARISTIDISOwnerPRESIDENT, SHAREHOLDER, DIRECTOR, ownership code B, individual
Apr 28, 2015 to May 24, 2024factForm ADV
← L'HEUREUX, WILLARD, JOHNOwnerDIRECTOR AND SHAREHOLDER, ownership code E, individual
May 25, 2018 to May 24, 2024factForm ADV
← Elmazi, IzetOwnerCHIEF INVESTMENT OFFICER, SHAREHOLDER, DIRECTOR, ownership code A, individual
May 24, 2019 to May 24, 2024factForm ADV
← Hamm, Patrick, DavidOwnerCHIEF OPERATING OFFICER AND SHAREHOLDER, ownership code NA, individual
Feb 29, 2024 to May 24, 2024factForm ADV
← CABOT VENTURES LTD.OwnerSHAREHOLDER, ownership code C, foreign entity
May 11, 2020 to May 24, 2024factForm ADV

Owns (4)

← L'HEUREUX, WILLARD, JOHNOwnerCHAIR, DIRECTOR, ownership code A, individual
May 25, 2018 to May 24, 2024factForm ADV
← Marsden, Jeffrey, RossOwnerDIRECTOR, ownership code NA, individual
May 25, 2018 to May 24, 2024factForm ADV
← Smith, Mark, LawrenceOwnerDIRECTOR, ownership code NA, individual
May 3, 2021 to May 24, 2024factForm ADV
← A'POSTROPHE CAPITAL PARTNERS LTD.OwnerSHAREHOLDER, ownership code A, foreign entity
May 20, 2022 to May 24, 2024factForm ADV

Advises (1)

→ BRISTOL GATE US EQUITY FUND LLCPrivate fundHedge Fund, IA, no longer reported
May 27, 2016 to May 27, 2016factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 21, 2026
Regulatory AUM changed
Bristol Gate Capital Partners Inc. reported RAUM $1.5B, down 27% from $2.1B (2025-05-23 to 2026-05-21)
Form ADVobserved 5 days ago
$-565M
Occurred
Feb 29, 2024
Control person joined
David Patrick Hamm (Chief Operating Officer And Shareholder) appeared on Schedule A of Bristol Gate Capital Partners Inc.
Form ADVobserved 5 days ago
Occurred
May 3, 2021
Regulatory AUM changed
Bristol Gate Capital Partners Inc. reported RAUM $1.7B, up 75% from $971.4M (2020-06-12 to 2021-05-03)
Form ADVobserved 5 days ago
$733M
Occurred
May 3, 2021
Control person left
Peter Allan Simmie (Director, Vice Chair, Shareholder) no longer on Schedule A of Bristol Gate Capital Partners Inc. (listed 2020-06-12, absent 2021-05-03)
Form ADVobserved 5 days ago
Occurred
Nov 19, 2019
Control person joined
John Marcus Spain (Chief Financial Officer) appeared on Schedule A of Bristol Gate Capital Partners Inc.
Form ADVobserved 5 days ago
Occurred
May 24, 2019
Control person left
Liping Wang (Chief Financial Officer) no longer on Schedule A of Bristol Gate Capital Partners Inc. (listed 2019-01-10, absent 2019-05-24)
Form ADVobserved 5 days ago
Occurred
Apr 28, 2015
First Form ADV filing
Bristol Gate Capital Partners Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
Izet Elmazi no longer holds an investment adviser registration (last listed at Bristol Gate Capital Partners Inc. on the 2026-09-16 feed)
Occurred
Sep 16, 2026
Jason Ryan Miller registered as an investment adviser representative at Bristol Gate Capital Partners Inc.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1c4dc5b-e35b-cff7-7ae4-a7046a68f8ce
First observed: Apr 28, 2015
Last observed: May 21, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRISTOL GATE CAPITAL PARTNERS INC.

CRD 175139

TORONTO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b1c4dc5b-e35b-cff7-7ae4-a7046a68f8ce

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Izet Elmazi

Chartered Financial Analyst

Toronto

n/a

Jason Ryan Miller

Chartered Financial Analyst

Toronto

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BRISTOL GATE US EQUITY FUND LLC

Hedge Fund

$670,834

May 27, 2016

dropped

021-248467

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CABOT VENTURES LTD.

Shareholder

yes

04/2020

May 21, 2026

CAPOMBASSIS, MICHAEL,

PRESIDENT, SHAREHOLDER, DIRECTOR

yes

12/2014

May 21, 2026

Elmazi, Izet

CHIEF INVESTMENT OFFICER, SHAREHOLDER

yes

02/2019

May 21, 2026

HAMM, GERALD, RICHARD

CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER

yes

12/2009

May 21, 2026

Hamm, Patrick, David

CHIEF OPERATING OFFICER, DIRECTOR AND SHAREHOLDER

yes

02/2024

May 21, 2026

SPAIN, MARCUS, JOHN

CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, SECRETARY AND SHAREHOLDER

yes

11/2019

May 21, 2026

HAMM, GERALD, RICHARD

DIRECTOR AND SHAREHOLDER

yes

09/2018

Apr 28, 2015

May 24, 2024

L'HEUREUX, WILLARD, JOHN

DIRECTOR AND SHAREHOLDER

yes

09/2003

May 25, 2018

May 24, 2024

L'HEUREUX, WILLARD, JOHN

CHAIR, DIRECTOR

05/2016

May 21, 2026

Marsden, Jeffrey, Ross

Director

05/2017

May 21, 2026

Smith, Mark, Lawrence

Director

05/2021

May 21, 2026

TAYLOR, KATHLEEN, MARGARET

Shareholder

05/2018

May 21, 2026

A'POSTROPHE CAPITAL PARTNERS LTD.

Shareholder

04/2009

May 20, 2022

May 24, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRISTOL GATE DIVIDEND GENERAL PARTNER INC.

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 5, 2025

$2.2B

n/a

2023

May 26, 2023

$1.9B

n/a

2022

May 20, 2022

$2.1B

n/a

2021

May 3, 2021

$1.7B

n/a

2020

May 11, 2020

$971M

$935M

n/a

2019

May 24, 2019

$918M

$775M

n/a

2018

May 25, 2018

$832M

$721M

n/a

2017

May 31, 2017

$747M

$659M

n/a

2016

May 27, 2016

$652M

n/a

$670,834

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$1.5B

$1.9B

-19.3%

$1.7B

-3.9%