John W. Bristol Equity Fund I is a fund manager in New York with $6.29 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
271220215
SEC advisor number
801-13942
FINRA CRD number
105597
AUM ?
$6.29 bn
(as of 29 Mar 22)
Accounts
133
(as of 29 Mar 22)
Employees
19
(10 investment advisory or research)
Address
John W. Bristol Equity Fund I
48 WALL STREET
18TH FLOOR
NEW YORK
NY 10005
48 WALL STREET
18TH FLOOR
NEW YORK
NY 10005
Office hours
Monday - Friday, 9AM TO 5PM
Phone
212-389-5880
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hurckes, Timothy, Werner | Managing Director | 09/1989 | 10-25% |
Lyall, Richard, Ellis | Managing Director | 07/1993 | 10-25% |
Engle, James, Allyn | President | 01/2017 | 10-25% |
Mott, Charles, Harold | Managing Director | 12/2009 | < 5% |
Mcauley, Kevin, Barrie | Managing Director, Secretary | 01/2017 | 10-25% |
Matteson, Hedy, Yung-mei | Managing Director, CCO | 05/2004 | 10-25% |
Colledge, Justin, Andrew | Managing Director | 05/2006 | 10-25% |
Frith, Peter, Waldo | Managing Director | 09/2011 | 10-25% |
Ng, Stephanie, M | Managing Director | 01/2020 | 5-10% |
Feit, Adam | Managing Director | 01/2021 | < 5% |
Nesterenko, Vitaly | Managing Director | 01/2022 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
John W. Bristol & Co., Inc. | $6.29 bn | |
John W. Bristol Equity Fund I LLC | $125.78 mm | Other Private Fund |
Latest filings (excl ownership)
D
Indefinite amount in investment fund, sold $20.00 mm, 31 investors
13 Mar 24
D
Indefinite amount in investment fund, sold $20.00 mm, 31 investors
8 Feb 24
D
Indefinite amount in investment fund, sold $6M, 3 investors
14 Jun 21
D
Indefinite amount in investment fund, sold $3.63M, 31 investors
16 Mar 21
D
Indefinite amount in investment fund, sold $8.42M, 25 investors
10 Sep 20
D
Indefinite amount in investment fund, sold $1.5M, 19 investors
27 Jun 19
D
Indefinite amount in investment fund, sold $2.4M, 18 investors
3 Apr 19
D
Indefinite amount in investment fund, sold $1.69M, 2 investors
22 Mar 19
D
Indefinite amount in investment fund, sold $9.6M, 1 investor
10 Jul 14
D/A
Indefinite amount in investment fund, sold $8.15M, 1 investor
11 Sep 13
Latest ownership filings
No filings