BRISTOL JOHN W & COMPANY INC

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Bristol John W & Company is based out of New York. Bristol John W & Company is a large advisory firm with 121 clients and discretionary assets under management (AUM) of $5,485,821,703 (Form ADV from 2021-06-02). Their last reported 13F filing for Q2 2021 included $5,443,779,000 in managed 13F securities and a top 10 holdings concentration of 35.07%. Bristol John W & Company's largest holding is Microsoft Corp. with shares held of 1,049,810. Bristol John W & Company has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 91 13F filings, and 4 13G filings

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06/30/2021

13F Activity

  • Market Value $5.444 Billion
  • Prior Market Value $4.892 Billion
  • New Purchases4 stocks
  • Additional Purchases3 stocks
  • Sold out of3 stocks
  • Reduced holdings in49 stocks
  • Top 10 Holdings % 35.07 %
  • Turnover % [1]:7.78%
  • Turnover Alt % [2]: 1.26 %
  • Time Held Top20:11.35 quarters
  • Time Held Top10:8.00 quarters
  • Time Held All:19.43 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 8.09%
Performance Last 4 Quarters: 19.69%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

JOHN W. BRISTOL & CO., INC.
48 WALL STREET 18TH FLOOR
NEW YORK NY    10005-2924
Country: United States

Business Phone: 212-389-5880
Fax: 212-389-5885
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 19
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 104,544,000
Total Number of Clients: 121
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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JOHN W. BRISTOL & CO., INC.

ownership team - last updated 2021-06-02
Name Title Start Date Direct/Indirect % Ownership
HURCKES, TIMOTHY, WERNER MANAGING DIRECTOR 09/01/1989 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1989-09-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1989-09-01 2003-02-06
LYALL, RICHARD, ELLIS MANAGING DIRECTOR 07/01/1993 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1993-07-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1993-07-01 2003-02-06
ENGLE, JAMES, ALLYN PRESIDENT 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. PRESIDENT direct 2017-01-01
BRISTOL JOHN W & CO INC DIRECTOR direct 2000-03-01 2003-02-06
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2000-03-01 2017-03-08
MOTT, CHARLES, HAROLD MANAGING DIRECTOR 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2009-12-01
BRISTOL JOHN W & CO INC PRESIDENT direct 1978-06-01 2009-12-11
MCAULEY, KEVIN, BARRIE MANAGING DIRECTOR, SECRETARY 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2002-09-01
JOHN W. BRISTOL & CO., INC. SECRETARY, MANAGING DIRECTOR direct 2017-01-01
MATTESON, HEDY, YUNG-MEI MANAGING DIRECTOR, CCO 05/01/2004 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. CHIEF COMPLIANCE OFFICER direct 2004-05-01
COLLEDGE, JUSTIN, ANDREW MANAGING DIRECTOR 05/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2006-05-01
FRITH, PETER, WALDO MANAGING DIRECTOR 09/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2011-09-01
Ng, Stephanie, M MANAGING DIRECTOR 01/01/2020 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2020-01-01
Feit, Adam MANAGING DIRECTOR 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2021-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JOHN W. BRISTOL EQUITY FUND I LLC United States 805-5050611528 Other Private Fund COMMINGLED STOCK FUND 104,543,550 2,000,000

JOHN W. BRISTOL & CO., INC.

ownership team - last updated 2021-03-24
Name Title Start Date Direct/Indirect % Ownership
HURCKES, TIMOTHY, WERNER MANAGING DIRECTOR 09/01/1989 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1989-09-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1989-09-01 2003-02-06
LYALL, RICHARD, ELLIS MANAGING DIRECTOR 07/01/1993 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1993-07-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1993-07-01 2003-02-06
ENGLE, JAMES, ALLYN PRESIDENT 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. PRESIDENT direct 2017-01-01
BRISTOL JOHN W & CO INC DIRECTOR direct 2000-03-01 2003-02-06
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2000-03-01 2017-03-08
MOTT, CHARLES, HAROLD MANAGING DIRECTOR 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2009-12-01
BRISTOL JOHN W & CO INC PRESIDENT direct 1978-06-01 2009-12-11
MCAULEY, KEVIN, BARRIE MANAGING DIRECTOR, SECRETARY 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2002-09-01
JOHN W. BRISTOL & CO., INC. SECRETARY, MANAGING DIRECTOR direct 2017-01-01
MATTESON, HEDY, YUNG-MEI MANAGING DIRECTOR, CCO 05/01/2004 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. CHIEF COMPLIANCE OFFICER direct 2004-05-01
COLLEDGE, JUSTIN, ANDREW MANAGING DIRECTOR 05/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2006-05-01
FRITH, PETER, WALDO MANAGING DIRECTOR 09/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2011-09-01
Ng, Stephanie, M MANAGING DIRECTOR 01/01/2020 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2020-01-01
Feit, Adam MANAGING DIRECTOR 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2021-01-01
HURCKES, TIMOTHY, WERNER MANAGING DIRECTOR 09/01/1989 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1989-09-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1989-09-01 2003-02-06
LYALL, RICHARD, ELLIS MANAGING DIRECTOR 07/01/1993 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1993-07-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1993-07-01 2003-02-06
ENGLE, JAMES, ALLYN PRESIDENT 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. PRESIDENT direct 2017-01-01
BRISTOL JOHN W & CO INC DIRECTOR direct 2000-03-01 2003-02-06
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2000-03-01 2017-03-08
MOTT, CHARLES, HAROLD MANAGING DIRECTOR 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2009-12-01
BRISTOL JOHN W & CO INC PRESIDENT direct 1978-06-01 2009-12-11
MCAULEY, KEVIN, BARRIE MANAGING DIRECTOR, SECRETARY 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2002-09-01
JOHN W. BRISTOL & CO., INC. SECRETARY, MANAGING DIRECTOR direct 2017-01-01
MATTESON, HEDY, YUNG-MEI MANAGING DIRECTOR, CCO 05/01/2004 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. CHIEF COMPLIANCE OFFICER direct 2004-05-01
COLLEDGE, JUSTIN, ANDREW MANAGING DIRECTOR 05/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2006-05-01
FRITH, PETER, WALDO MANAGING DIRECTOR 09/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2011-09-01
Ng, Stephanie, M MANAGING DIRECTOR 01/01/2020 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2020-01-01
Feit, Adam MANAGING DIRECTOR 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2021-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JOHN W. BRISTOL EQUITY FUND I LLC United States 805-5050611528 Other Private Fund COMMINGLED STOCK FUND 104,543,550 2,000,000

JOHN W. BRISTOL & CO., INC.

ownership team - last updated 2020-10-14
Name Title Start Date Direct/Indirect % Ownership
COVIELLO, ROBERT, FRANCIS MANAGING DIRECTOR 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2017-01-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1983-02-01 2003-02-06
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1983-02-01 2009-12-11
JOHN W. BRISTOL & CO., INC. PRESIDENT direct 2009-12-01 2017-03-08
HURCKES, TIMOTHY, WERNER MANAGING DIRECTOR 09/01/1989 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1989-09-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1989-09-01 2003-02-06
LYALL, RICHARD, ELLIS MANAGING DIRECTOR 07/01/1993 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1993-07-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1993-07-01 2003-02-06
ENGLE, JAMES, ALLYN PRESIDENT 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. PRESIDENT direct 2017-01-01
BRISTOL JOHN W & CO INC DIRECTOR direct 2000-03-01 2003-02-06
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2000-03-01 2017-03-08
MOTT, CHARLES, HAROLD MANAGING DIRECTOR 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2009-12-01
BRISTOL JOHN W & CO INC PRESIDENT direct 1978-06-01 2009-12-11
MCAULEY, KEVIN, BARRIE MANAGING DIRECTOR, SECRETARY 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2002-09-01
JOHN W. BRISTOL & CO., INC. SECRETARY, MANAGING DIRECTOR direct 2017-01-01
MATTESON, HEDY, YUNG-MEI MANAGING DIRECTOR, CCO 05/01/2004 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. CHIEF COMPLIANCE OFFICER direct 2004-05-01
COLLEDGE, JUSTIN, ANDREW MANAGING DIRECTOR 05/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2006-05-01
FRITH, PETER, WALDO MANAGING DIRECTOR 09/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2011-09-01
Ng, Stephanie, M MANAGING DIRECTOR 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2020-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JOHN W. BRISTOL EQUITY FUND I LLC United States 805-5050611528 Other Private Fund COMMINGLED STOCK FUND 50,046,345 2,000,000

JOHN W. BRISTOL & CO., INC.

ownership team - last updated 2020-03-16
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JOHN W. BRISTOL EQUITY FUND I LLC United States 805-5050611528 Other Private Fund COMMINGLED STOCK FUND 50,046,345 2,000,000

JOHN W. BRISTOL & CO., INC.

ownership team - last updated 2019-10-02
Name Title Start Date Direct/Indirect % Ownership
WASHYCHYN, WILLIAM, DAVID MANAGING DIRECTOR 01/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2017-01-01
BRISTOL JOHN W & CO INC SECRETARY, DIRECTOR direct 1982-01-01 2003-02-06
JOHN W. BRISTOL & CO., INC. SECRETARY, MANAGING DIRECTOR direct 1982-01-01 2017-03-08
COVIELLO, ROBERT, FRANCIS MANAGING DIRECTOR 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2017-01-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1983-02-01 2003-02-06
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1983-02-01 2009-12-11
JOHN W. BRISTOL & CO., INC. PRESIDENT direct 2009-12-01 2017-03-08
HURCKES, TIMOTHY, WERNER MANAGING DIRECTOR 09/01/1989 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1989-09-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1989-09-01 2003-02-06
LYALL, RICHARD, ELLIS MANAGING DIRECTOR 07/01/1993 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1993-07-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1993-07-01 2003-02-06
ENGLE, JAMES, ALLYN PRESIDENT 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. PRESIDENT direct 2017-01-01
BRISTOL JOHN W & CO INC DIRECTOR direct 2000-03-01 2003-02-06
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2000-03-01 2017-03-08
MOTT, CHARLES, HAROLD MANAGING DIRECTOR 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2009-12-01
BRISTOL JOHN W & CO INC PRESIDENT direct 1978-06-01 2009-12-11
MCAULEY, KEVIN, BARRIE MANAGING DIRECTOR, SECRETARY 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2002-09-01
JOHN W. BRISTOL & CO., INC. SECRETARY, MANAGING DIRECTOR direct 2017-01-01
MATTESON, HEDY, YUNG-MEI MANAGING DIRECTOR, CCO 05/01/2004 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. CHIEF COMPLIANCE OFFICER direct 2004-05-01
COLLEDGE, JUSTIN, ANDREW MANAGING DIRECTOR 05/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2006-05-01
FRITH, PETER, WALDO MANAGING DIRECTOR 09/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2011-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JOHN W. BRISTOL EQUITY FUND I LLC United States 805-5050611528 Other Private Fund COMMINGLED STOCK FUND 50,046,345 2,000,000

JOHN W. BRISTOL & CO., INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
WASHYCHYN, WILLIAM, DAVID MANAGING DIRECTOR 01/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2017-01-01
BRISTOL JOHN W & CO INC SECRETARY, DIRECTOR direct 1982-01-01 2003-02-06
JOHN W. BRISTOL & CO., INC. SECRETARY, MANAGING DIRECTOR direct 1982-01-01 2017-03-08
COVIELLO, ROBERT, FRANCIS MANAGING DIRECTOR 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2017-01-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1983-02-01 2003-02-06
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1983-02-01 2009-12-11
JOHN W. BRISTOL & CO., INC. PRESIDENT direct 2009-12-01 2017-03-08
HURCKES, TIMOTHY, WERNER MANAGING DIRECTOR 09/01/1989 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1989-09-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1989-09-01 2003-02-06
LYALL, RICHARD, ELLIS MANAGING DIRECTOR 07/01/1993 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1993-07-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1993-07-01 2003-02-06
ENGLE, JAMES, ALLYN PRESIDENT 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. PRESIDENT direct 2017-01-01
BRISTOL JOHN W & CO INC DIRECTOR direct 2000-03-01 2003-02-06
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2000-03-01 2017-03-08
COLLEDGE, JUSTIN, ANDREW MANAGING DIRECTOR 05/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2006-05-01
MOTT, CHARLES, HAROLD MANAGING DIRECTOR 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2009-12-01
BRISTOL JOHN W & CO INC PRESIDENT direct 1978-06-01 2009-12-11
MCAULEY, KEVIN, BARRIE MANAGING DIRECTOR, SECRETARY 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2002-09-01
JOHN W. BRISTOL & CO., INC. SECRETARY, MANAGING DIRECTOR direct 2017-01-01
MATTESON, HEDY, YUNG-MEI MANAGING DIRECTOR, CCO 05/01/2004 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. CHIEF COMPLIANCE OFFICER direct 2004-05-01
FRITH, PETER, WALDO MANAGING DIRECTOR 09/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2011-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JOHN W. BRISTOL EQUITY FUND I LLC United States 805-5050611528 Other Private Fund COMMINGLED STOCK FUND 50,046,345 2,000,000

JOHN W. BRISTOL & CO., INC.

ownership team - last updated 2017-08-17
Name Title Start Date Direct/Indirect % Ownership
FRITH, PETER, WALDO MANAGING DIRECTOR 09/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2011-09-01
COLLEDGE, JUSTIN, ANDREW MANAGING DIRECTOR 05/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2006-05-01
MATTESON, HEDY, YUNG-MEI CHIEF COMPLIANCE OFFICER 05/01/2004 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. CHIEF COMPLIANCE OFFICER direct 2004-05-01
MCAULEY, KEVIN, BARRIE SECRETARY, MANAGING DIRECTOR 01/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2002-09-01
JOHN W. BRISTOL & CO., INC. SECRETARY, MANAGING DIRECTOR direct 2017-01-01
MOTT, CHARLES, HAROLD MANAGING DIRECTOR 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2009-12-01
BRISTOL JOHN W & CO INC PRESIDENT direct 1978-06-01 2009-12-11
ENGLE, JAMES, ALLYN PRESIDENT 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. PRESIDENT direct 2017-01-01
BRISTOL JOHN W & CO INC DIRECTOR direct 2000-03-01 2003-02-06
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2000-03-01 2017-03-08
LYALL, RICHARD, ELLIS MANAGING DIRECTOR 07/01/1993 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1993-07-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1993-07-01 2003-02-06
HURCKES, TIMOTHY, WERNER MANAGING DIRECTOR 09/01/1989 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1989-09-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1989-09-01 2003-02-06
COVIELLO, ROBERT, FRANCIS MANAGING DIRECTOR 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2017-01-01
BRISTOL JOHN W & CO INC DIRECTOR direct 1983-02-01 2003-02-06
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 1983-02-01 2009-12-11
JOHN W. BRISTOL & CO., INC. PRESIDENT direct 2009-12-01 2017-03-08
WASHYCHYN, WILLIAM, DAVID MANAGING DIRECTOR 01/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
JOHN W. BRISTOL & CO., INC. MANAGING DIRECTOR direct 2017-01-01
BRISTOL JOHN W & CO INC SECRETARY, DIRECTOR direct 1982-01-01 2003-02-06
JOHN W. BRISTOL & CO., INC. SECRETARY, MANAGING DIRECTOR direct 1982-01-01 2017-03-08

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JOHN W. BRISTOL EQUITY FUND I LLC United States 805-5050611528 Other Private Fund COMMINGLED STOCK FUND 75,848,374 2,000,000

WhaleScore history for BRISTOL JOHN W & COMPANY INC

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