$7.1B Total AUM
$7.0B Disc. AUM
13.8% 3Y CAGR
18 Employees
312 ADV. Clients
48 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fiduciary Trust · Wilmington Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-30-1978
- Office Locations
- 1
Office Locations
48 Wall Street, 18th Floor NEW York NY
About John W. Bristol & Co., Inc.
John W. Bristol & Co. is an employee-owned, New York-based investment manager founded in 1937, serving endowments, foundations, pension funds, trusts, high net worth individuals, and other institutional investors. The 18-person team uses rigorous fundamental research to build long-term portfolios of “Corporate Athletes” designed to compound earnings, delivered through Equity, Balanced, and Fixed Income strategies.
Team overview
64 AVG AGE
$785.1M AVG AUM / ADVISOR
$22.6M AVG AUM / CLIENT
8.5 yrs AVG TENURE
18 Employees
9 Advisory Reps
1 RIA Reps
48yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JUSTIN ANDREW COLLEDGE
Managing Director
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
JAMES ALLYN ENGLE
President
- CRD
- #1162041
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 10 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,038,639,226 | $45,410,576 |
| Non-Discretionary | $27,268,583 | $13,634,292 |
| Total | $7,065,907,809 | $45,005,782 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing