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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

John W. Bristol & Co., Inc.

$7.0B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($557.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Secondaries, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
23
5 Open Source Trails Below
Sum of Disclosed Rows
$557.9M
Total AUM: $7.0B
Median Disclosed Amount
$27.5M
Range: $8.0M – $38.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — John W. Bristol & Co., Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Arlington Capital Partners Fund VIIAdviser 7.B Vehicle Buyout 2025
$33.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Banner Ridge Secondary Fund V (TE), L.P.Adviser 7.B Vehicle Secondaries 2025
$32.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Heitman VP VIAdviser 7.B Vehicle Real Estate 2025
$32.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Arbour Lane Credit Opp IV, LPAdviser 7.B Vehicle Private Credit 2024
$28.7M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Riverstone Global Energy Partners VIIIAdviser 7.B Vehicle Buyout 2023
$12.8M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — John W. Bristol & Co., Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

John W. Bristol & Co., Inc. (OCIO / Wealth RIA, $7.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 13.2% Actual; $126.7M Unallocated Target Bandwidth). SEC Form ADV (801-13942, CRD #105597) verified $7.04B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-19

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — John W. Bristol & Co., Inc.

523 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as John W. Bristol & Co., Inc. (22 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 10 Shared Vehicles

Erie Insurance Exchange General Account

Insurance Company Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Riverstone Global Energy Partners VIII (2023 Vintage)
John W. Bristol & Co., Inc.: $12.8M · SEC Form ADV 7.B
Erie Insurance Exchange General Account: $68.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Riverstone Credit Partners V (2023 Vintage) · Riverstone Global Energy & Power Fund VIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Calydon Capital

Family Office / MFO Memphis, TN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Riverstone Credit Partners V (2023 Vintage)
John W. Bristol & Co., Inc.: $8.2M · SEC Form ADV 7.B
Calydon Capital: $13.8M · SEC Form ADV 7.B

Additional shared vehicles: Riverstone Global Energy Partners VIII (2023 Vintage) · Riverstone Global Energy & Power Fund VIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Barcelona Catalonia Hilton Sovereign Strategic Investment Fund

Sovereign Wealth Fund Barcelona, Catalonia
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Riverstone Global Energy & Power Fund VIII (2022 Vintage)
John W. Bristol & Co., Inc.: $28.8M · SEC Form ADV 7.B
Barcelona Catalonia Hilton Sovereign Strategic Investment Fund: $23.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Riverstone Global Energy Partners VIII (2023 Vintage) · Riverstone Credit Partners V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+520 Additional Institutional LPs Report Shared Vehicles with John W. Bristol & Co., Inc.

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You are viewing 5 open public preview records (out of 23 total tracked records for John W. Bristol & Co., Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (523 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by John W. Bristol & Co., Inc.

Buyout LPs →Private Credit LPs →Real Estate LPs →Secondaries LPs →Private Equity LPs →

Frequently Asked Questions: John W. Bristol & Co., Inc.

What type of institutional allocator is John W. Bristol & Co., Inc. and what is their typical disclosed ticket size?

John W. Bristol & Co., Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 23 historical disclosure records tracked on Prilago ($557.9M total parsed USD across disclosed rows), the median disclosed amount is $27.5M (range: $8.0M to $38.9M).

Which private-market strategies appear in John W. Bristol & Co., Inc.'s public disclosures?

John W. Bristol & Co., Inc. has disclosed records across Buyout, Private Credit, Real Estate, Secondaries, Private Equity. Open preview records include Arlington Capital Partners Fund VII (2025 Vintage), Banner Ridge Secondary Fund V (TE), L.P. (2025 Vintage), Heitman VP VI (2025 Vintage), Arbour Lane Credit Opp IV, LP (2024 Vintage).

How are John W. Bristol & Co., Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for John W. Bristol & Co., Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to John W. Bristol & Co., Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/john-w-bristol-and-co-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside John W. Bristol & Co., Inc.?

In Prilago's bilateral commitment graph, John W. Bristol & Co., Inc. shares resolved underlying fund vehicles with 523 institutional LPs across 22 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Erie Insurance Exchange General Account (10 shared vehicles, e.g. Riverstone Global Energy Partners VIII (2023 Vintage)), Calydon Capital (9 shared vehicles, e.g. Riverstone Credit Partners V (2023 Vintage)), Barcelona Catalonia Hilton Sovereign Strategic Investment Fund (8 shared vehicles, e.g. Riverstone Global Energy & Power Fund VIII (2022 Vintage)).

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