David Fleer has been Managing Partner of Bristlecone Value Partners since January 2004, is a control person of the firm and directly owns under 5% of it. David Fleer holds a Bachelor of Arts in history from Amherst College and a Master of Arts in art history from Williams College.
Bristlecone Value Partners, LLC is a Los Angeles, CA firm with $188M under management, 94 clients and 3 advisers across 4 offices, as of its February 2026 filing.
David Fleer is Portfolio Manager & Co-Founder of Bristlecone Value Partners, based in Los Angeles, California. He started his career in investment management in 1996. Before founding Bristlecone in 2004, he was a Senior Vice President and US equities portfolio manager/analyst at Oppenheimer Investment Advisers.
David Fleer’s longest registration is the current one, 22 years at Bristlecone Value Partners since 2004. Before joining Bristlecone Value Partners in 2004, David Fleer was registered through Fahnestock Asset Management and Oppenheimer Asset Management.
- Fahnestock Asset Management– · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 249
- Oppenheimer Asset Management– · 1 yearNew York, NY · Adviser representative · Firm CRD 105559
- CIBC World Markets Corp.– · 2 yearsLos Angeles, CA · Adviser representative · Firm CRD 630
Professional designations
Listed by Bristlecone Value Partners
- CFA® charterholder
Investment adviser representative registrations
David Fleer is registered as an investment adviser representative in California, since July 2004.
- CaliforniaSince 23 July 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 April 1997 |
| Series 7 | General Securities Representative Examination | 27 March 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Rex Fleer
- CRD
- 2807692
- Firm
- Bristlecone Value Partners · CRD 128117
- Role
- Managing Partner
- Registration
- Investment adviser registration
- In the industry since
- June 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bristlecone-vp.com
Where does David Fleer work?
David Fleer has been Managing Partner of Bristlecone Value Partners, LLC since January 2004, and is a control person of the firm.
Is David Fleer a financial advisor?
Yes. David Fleer has a current investment-adviser registration in California, through Bristlecone Value Partners since July 2004.
How many years of experience does David Fleer have?
David Fleer has 26 years in the financial industry, since June 2000, across 4 adviser firms.
What exams has David Fleer passed?
David Fleer has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 1997.
Where did David Fleer work before Bristlecone Value Partners?
Before Bristlecone Value Partners, David Fleer was registered through Fahnestock Asset Management, April 2003 to June 2004; Oppenheimer Asset Management, April 2003 to June 2004; CIBC World Markets Corp., May 2000 to April 2003.
Is David Fleer registered with FINRA?
No. David Fleer has no current broker registration.
Is David Fleer a CFA charterholder?
Bristlecone Value Partners lists David Fleer with the CFA credential (“CFA® charterholder”) on its website. CFA Institute confirms certification status.
How can I verify David Fleer’s record?
Search CRD 2807692 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Fleer’s full registration record.
