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CRD 105597
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES ALLYN ENGLE | Chartered Financial Analyst|Chartered Investment Counselor | NEW YORK, NY | 6 | 42 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| JOHN W. BRISTOL EQUITY FUND I LLC | Other Private Fund | $207M | Aug 4, 2026 | 35 | Mar 30, 2012 | reported | 021-220685 |
| JOHN W. BRISTOL BOND FUND I LLC | Other Private Fund | $5.2M | Oct 22, 2015 | 4 | Mar 30, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ENGLE, JAMES, ALLYN | President | B | yes | 01/2017 | Aug 4, 2026 | Aug 4, 2026 |
| MCAULEY, KEVIN, BARRIE | MANAGING DIRECTOR, SECRETARY | B | yes | 01/2017 | Mar 30, 2012 | Mar 29, 2024 |
| COLLEDGE, JUSTIN, ANDREW | MANAGING DIRECTOR | B | no | 05/2006 | Aug 4, 2026 | Aug 4, 2026 |
| FEIT, ADAM | MANAGING DIRECTOR | A | no | 01/2021 | Aug 4, 2026 | Aug 4, 2026 |
| FRITH, PETER, WALDO | MANAGING DIRECTOR | B | no | 09/2011 | Aug 4, 2026 | Aug 4, 2026 |
| MATTESON, HEDY, YUNG-MEI | MANAGING DIRECTOR, CCO | B | no | 05/2004 | Aug 4, 2026 | Aug 4, 2026 |
| NESTERENKO, VITALY | MANAGING DIRECTOR, TREASURER | A | no | 01/2022 | Aug 4, 2026 | Aug 4, 2026 |
| NG, STEPHANIE, M | MANAGING DIRECTOR, SECRETARY | B | no | 01/2020 | Aug 4, 2026 | Aug 4, 2026 |
| SCANLAN, RAYMOND, EDWARD | MANAGING DIRECTOR | A | no | 04/2025 | Aug 4, 2026 | Aug 4, 2026 |
| WILLIAMS, BENJAMIN, MANUEL | MANAGING DIRECTOR, CLIENT DEVELOPMENT | Na | no | 01/2025 | Aug 4, 2026 | Aug 4, 2026 |
| Wingent, Benjamin, James | MANAGING DIRECTOR, OPERATIONS & TRADING | Na | no | 01/2025 | Aug 4, 2026 | Aug 4, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $7.1B | $7.0B | 18 | 9 | 0 | 1 | n/a |
| 2024 | Mar 28, 2025 | $6.7B | $6.7B | 18 | 9 | 0 | 1 | n/a |
| 2023 | Mar 29, 2024 | $5.8B | $5.8B | 19 | 10 | 0 | 1 | $93.1M |
| 2022 | Mar 28, 2023 | $4.8B | $4.8B | 20 | 11 | 0 | 1 | $93.1M |
| 2021 | Mar 29, 2022 | $6.3B | $6.3B | 19 | 10 | 0 | 1 | $126M |
| 2020 | Mar 24, 2021 | $5.5B | $5.5B | 19 | 10 | 0 | 1 | $105M |
| 2019 | Mar 16, 2020 | $4.6B | $4.6B | 19 | 10 | 0 | 1 | $50.0M |
| 2018 | Mar 29, 2019 | $3.7B | $3.7B | 19 | 11 | 0 | 1 | $50.0M |
| 2017 | Mar 28, 2018 | $3.9B | $3.9B | 18 | 10 | 1 | 1 | $54.0M |
| 2016 | Mar 8, 2017 | $3.9B | $3.9B | 20 | 11 | n/a | 1 | $75.8M |
| 2015 | Mar 15, 2016 | $4.3B | $4.3B | 21 | 12 | n/a | 1 | $77.1M |
| 2014 | Mar 30, 2015 | $6.1B | $6.1B | 21 | 12 | n/a | 2 | $101M |
| 2013 | Mar 31, 2014 | $6.3B | $6.3B | 21 | 12 | n/a | 2 | $72.6M |
| 2012 | Mar 19, 2013 | $6.0B | $6.0B | 21 | 21 | n/a | 2 | $72.6M |
| 2011 | Mar 30, 2012 | $6.2B | $6.2B | n/a | n/a | n/a | 2 | $72.6M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $7.1B | $6.7B | 5.2% | $4.8B | 13.8% | 19 | 18 | 0 | 0 |