Form D · Private Equity Fund
John W. Bristol Equity Fund I LLC
New York, NY · CIK 0001562326
Offering snapshot reported Nov 20, 2025 · SEC filing
- Reported sold
- $20.1M Indefinite offering
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $2M Reported outside-investor minimum
- First sale
- Nov 3, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 20, 2025 | Initial | $20,148,420 | No comparison | 3 | SEC filing |
| Apr 8, 2025 | Amendment | $20,000,000 | $0vs Mar 13, 2024 | 31 | SEC filing |
| Mar 13, 2024 | Initial | $20,000,000 | No comparison | 31 | SEC filing |
| Feb 8, 2024 | Initial | $20,000,000 | No comparison | 31 | SEC filing |
| Jun 14, 2021 | Initial | $6,000,000 | No comparison | 3 | SEC filing |
| Mar 16, 2021 | Initial | $3,625,000 | No comparison | 31 | SEC filing |
| Sep 10, 2020 | Initial | $8,420,000 | No comparison | 25 | SEC filing |
| Jun 27, 2019 | Initial | $1,500,000 | No comparison | 19 | SEC filing |
| Apr 3, 2019 | Initial | $2,400,115 | No comparison | 18 | SEC filing |
| Mar 22, 2019 | Initial | $1,693,588 | No comparison | 2 | SEC filing |
| Jul 10, 2014 | Initial | Yet to sell | No comparison | 1 | SEC filing |
| Sep 11, 2013 | Amendment | $8,150,000 | $0vs Sep 10, 2013 | 1 | SEC filing |
| Sep 10, 2013 | Initial | $8,150,000 | No comparison | 1 | SEC filing |
| Feb 4, 2013 | Amendment | $3,383,630 | $962,463vs Nov 15, 2012 | 1 | SEC filing |
| Nov 15, 2012 | Initial | $2,421,167 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-564631
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| John W. Bristol & Co., Inc. | 000105597 |
Source: Form D, filed Nov 20, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
JOHN W. BRISTOL EQUITY FUND I LLC
Investment adviser: JOHN W. BRISTOL & CO., INC.
- Gross asset value
- $207M
- Beneficial owners
- 38
- ADV minimum commitment
- $2M
Reported in Form ADV on Aug 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CITRIN COOPERMAN & COMPANY, LLP
PCAOB 2468
FIDUCIARY TRUST INTERNATIONAL, INC.
LEI 13-6122956
Filing source
Form ADV 2123934 · Aug 4, 2026 · Schedule D 7.B.(1), fund 805-5050611528
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Justin Andrew Colledge | Director |
| Robert Francis Coviello | Director |
| James Allyn Engle | Director, Executive |
| Adam Feit | Director |
| Peter Waldo Frith | Director |
| Timothy Werner Hurckes | Director |
| Richard Ellis Lyall | Director |
| Hedy Yung Mei Matteson | Director |
| Kevin Barrie Mc Auley | Director |
| Charles Harold Mott | Director |
| Vitaly Nesterenko | Director, Executive |
| Stephanie Mun Yee Ng | Director, Executive |
| Raymond Edward Scanlan | Director |
| William David Washychyn | Director |
| Benjamin Manuel Williams | Director |
| Benjamin James Wingent | Director |
| Michael Kline Yablon | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10005