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| John W Bristol & Co Inc
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|---|---|
| CRD # | 105597 |
| SEC # | 801-13942 |
| CIK # | |
| AUM | 7,065.9 M (2026-03-30) |
| Employees | 18 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-389-5880 |
| Address | 48 Wall Street New York, NY 10005-2924 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| 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 | 2011 - 2026 |
|---|---|---|---|---|
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.3B |
| Clients | 155 |
| Serves | Institutional, Retail |
| LEI | 254900C7KFG5QJ6A7U46 |
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