John W Bristol & Co Inc

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John W Bristol & Co Inc ✚
CRD #	105597
SEC #	801-13942
CIK #	0001562326, 0001085146, 0000276101
AUM	7,065.9 M (2026-03-30)
Employees	18 (50% Investors, 0% Brokers)
Phone	212-389-5880
Address	48 Wall Street New York, NY 10005-2924
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

CIK	Period
0001562326 0001085146 0000276101	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001562326 0001085146 0000276101

Sector	Form 13F Holdings	Value ($B)
	Amazon Com Inc	0.3
	Apple Inc	0.3
	Alphabet Inc	0.3
	Arista Networks Inc	0.3
	Facebook Inc	0.3
	Microsoft Corp	0.3
	Netflix Inc	0.2
	Mastercard Inc	0.2
	J P Morgan Chase & Co	0.2
	Thermo Fisher Scientific Inc	0.2
	Intuitive Surgical Inc	0.2
	Nvidia Corp	0.2
	Canadian Pacific Railway Ltd/Cn	0.1
	Deere & Co	0.1
	Transdigm Group Inc	0.1
	Fedex Corp	0.1
	Starbucks Corp	0.1
	Metropcs Communications Inc	0.1
	Schwab Charles Corp	0.1
	Costco Wholesale Corp /NEW	0.1
	Delta Air Lines Inc	0.1
	Texas Instruments Inc	0.1
	Union Pacific Corp	0.1
	Moodys Corp /DE/	0.1
	Air Products & Chemicals Inc /DE/	0.1
	Workday Inc	0.1
	Aon Corp	0.1




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Type	Form D Funds	Date	Sold	AUM
Other	John W Bristol Bond Fund I LLC	2012-03-30		5.2 M
Other	John W Bristol Equity Fund I LLC	[2012-03-30]	9.6 M	206.9 M
	Filed 2014-07-10 (D) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $2,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	83	4.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	1	0.2
(g) Pension and profit sharing plans	13	0.5
(h) Charitable organizations	52	2.2
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	7	0.1
(n) Other	1	0.1
Total	157	7.1
By Discretionary
Discretionary	155	7.0
Non-Discretionary	2	0.0
Total	157	7.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		7.1
Total	157	7.1

Form D Directors	Role	# Filings	# Firms
Peter Frith	Director	12	2
Justin Colledge	Director	12	2
James Engle	Director	12	2
Kevin McAuley	Director	12	2
Charles Mott	Director	11	2
Richard Lyall	Director	9	2
Timothy Hurckes	Director	9	2
Robert Coviello	Executive Officer	7	2
William Washychyn	Director	6	2
Raymond Scanlan	Director	5	2
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0000276101]
13F-HR	[0001085146]
D	[0001562326]

Firm Profile (Form ADV)
Discretionary AUM	$6.3B
Clients	155
Serves	Institutional, Retail
LEI	254900C7KFG5QJ6A7U46

Comparable Firms	State	AUM
Turim 21 Investimentos LTDA ✚		7,239.3 M
Cassaday & Co Wealth Management LLC ✚	VA	7,138.8 M
Pyrford International Ltd ✚		7,066.9 M
Community Capital Management LLC ✚	FL	6,995.8 M
Cannell & Spears LLC ✚	NY	6,992.2 M
PGIM Custom Harvest LLC ✚	NJ	6,902.4 M
PGIM DC Solutions LLC ✚	NJ	6,897.6 M
Harbor Investment Advisory LLC ✚	MD	6,869.2 M
Prowell Financial Management LLC ✚	PA	6,863.6 M
Provident Trust Company ✚	WI	6,858.5 M

John W Bristol & Co Inc

Assets, Funds, Holdings