LP Directory

John W. Bristol & Co.

Bristol County Retirement System's investment portfolio is valued at $903,99 million as of December 31, 2023, with investments in private equity, real estate, hedge funds, infrastructure, publicly traded equities, fixed-income securities, timber, cash, and natural resources. Its return for quarter, 1 year, 3 years, 5 years, and 10 years were 6.4%, 10.9%, 5.5%, 9.2%, and 7.1% compared to the benchmark return of 8.6%, 13.8%, 3.1%, 8.1%, and 6.4% respectively. As of December 31, 2023, the private equity portfolio was valued at $127.47 million, representing 14.1% of the total portfolio. This is an increase compared to June 30, 2023, when the private equity portfolio was valued at $122.01 million. Investments in private equity include buyouts and venture capital fund strategies. The fund's investments are governed by the board of trustees. Mr. Christopher Saunders serves as Chairman & Treasurer, of Bristol County. Beirne Wealth Consulting & Segal Marco Advisors serve as the LP Consultants.

Bristol Retirement System is a public pension fund based in Bristol, US. Founded in 1947. Reported AUM: $838M.

Roger Williams University is a endowment plan based in Bristol, US. Reported AUM: $74M.

Bristol County Savings Bank in RI and MA provides customers with the highest level of financial planning and wealth management. Contact our wealth group.