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John W. Bristol & Co., Inc.

● SEC registered since 1978CRD 105597SEC# 801-13942New York, NY
Export (members)
Ranks #885 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$6.72B
Fund GAV
$189.7M
Private funds
1
Employees
18
Accounts
148
Location
New York, NY

John W. Bristol & Co., Inc. assets under management

John W. Bristol & Co., Inc. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1978. It reports $6.7 billion in regulatory assets under management and employs 18 people. John W. Bristol & Co., Inc. manages 1 private fund with combined gross assets of $189.7 million, including John W. Bristol Equity Fund I LLC. By regulatory assets, it ranks 885 of 5,911 private fund managers.

John W. Bristol & Co., Inc. private funds

1 funds · $189.7M GAV
FundTypeGross assetsMin.
John W. Bristol Equity Fund I LLCOther Private$189.7M$2M

John W. Bristol & Co., Inc. owners & executives

8 reported
NameTitleOwnershipSince
Adam FeitManaging Director5-10%2021
Hedy Yung-Mei MattesonManaging Director, Cco10-25%2004
James Allyn Engle ControlPresident10-25%2017
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Frequently asked questions

How much does John W. Bristol & Co., Inc. manage?

John W. Bristol & Co., Inc. reports $6.7 billion in regulatory assets under management on its Form ADV.

How many private funds does John W. Bristol & Co., Inc. manage?

John W. Bristol & Co., Inc. manages 1 private funds with combined gross assets of $189.7 million.

How many employees does John W. Bristol & Co., Inc. have?

John W. Bristol & Co., Inc. reports 18 employees.

Where is John W. Bristol & Co., Inc. located?

John W. Bristol & Co., Inc. is based in New York, NY and has been SEC-registered since 1978.

Does John W. Bristol & Co., Inc. disclose fund performance?

John W. Bristol & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address48 Wall Street, 18th Floor, New York, NY 10005-2924
Phone212-389-5880
Fax212-389-5885
Office hours9a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
CIK1562326
Discloses disciplinary historyNo

Assets under management

Discretionary$6.69B
Non-discretionary$24.4M
Total (RAUM)$6.72B