John W. Bristol & Co., Inc. (New York)

Name: John W. Bristol & Co., Inc.
Address: 48 Wall Street, New York, NY, 10005 2924
Telephone: 212-389-5880

John W. Bristol & Co., Inc. is a large advisory firm based in New York. It manages $3.67 billion of regulatory assets for 118 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Connecticut, Delaware, Massachusetts, and 7 other states.

John W. Bristol & Co. provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

John W. Bristol & Co.: assets under management

The assets under management (AUM) of John W. Bristol & Co., Inc. is $3.67 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -35% since the beginning of its operation, and $36.75 million of the total AUM is attributable to clients outside of the United States.

The firm manages $3.67 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.13 million each.

John W. Bristol & Co. has custody of $50.05 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 85% of the total AUM. The second-largest asset type is government bonds, which make up 11% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay John W. Bristol & Co., Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Robert Francis Coviello serves?

The firm provides services to charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Robert Francis Coviello is high net worth individuals with 27 clients and $1.65 billion of assets under management. Among the 9 most similar advisory firms, John W. Bristol & Co. has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $3.63 billion for 86 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

John W. Bristol & Co. also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.

Careers at John W. Bristol & Co., Inc.

The company employs 19 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Robert Francis Coviello has been acting as President since 1 Dec 2009. William David Washychyn joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles H Mott	President	1 Jun 1978	50% - 75%	341573
Charles Harold Mott	President	1 Jun 1978	50% - 75%	341573
William David Washychyn	Secretary, managing director	1 Jan 1982	Other	4346242
William D Washychyn	Secretary, director	1 Jan 1982	Other	4346242
Robert F Coviello	Director	1 Feb 1983	Other	4346351
Robert Francis Coviello	Managing director	1 Feb 1983	Other	4346351
Robert E Diefenbach	Director	1 Feb 1984	Other	4346353
Timothy Werner Hurckes	Managing director	1 Sep 1989	Other	1309491
Richard Ellis Lyall	Managing director	1 Jul 1993	Other	4346364
Richard E Lyall	Director	1 Jul 1993	Other	4346364
Tom T Hamilton	Director	1 Jun 1997	Other	4346365
Tom Tower Hamilton	Managing director	1 Jun 1997	Other	4346365
James Allyn Engle	Managing director	1 Mar 2000	Other	1162041
Kevin Barrie Mcauley	Managing director	1 Sep 2002	Other	2608379
Kevin B Mcauley	Managing director	1 Sep 2002	Other	2608379
Robert William Herz	Managing director	1 May 2003	Other	4607458
Hedy Yung Mei Matteson	Chief compliance officer	1 May 2004	Other	5029516
Raymond Edward Scanlan	Managing director	1 Aug 2004	Other	2511665
Justin Andrew Colledge	Managing director	1 May 2006	Other	4563181
Robert Francis Coviello	President	1 Dec 2009	Other	4346351
Charles Harold Mott	Managing director	1 Dec 2009	Other	341573
Peter Waldo Frith	Managing director	1 Sep 2011	Other	4841263
William David Washychyn	Managing director	1 Jan 2017	Other	4346242
Robert Francis Coviello	Managing director	1 Jan 2017	Other	4346351
James Allyn Engle	President	1 Jan 2017	Other	1162041
Kevin Barrie Mcauley	Managing director, secretary	1 Jan 2017	Other	2608379

Based in New York

The principal office where John W. Bristol & Co., Inc. performs its advisory services is located at 48 Wall Street, New York, NY 10005 2924, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-389-5880 or by fax 212-389-5850. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at jwbristol.com and its LinkedIn profile.