Bessemer Investment Management LLC (New York)


Bessemer Investment Management LLC is a large advisory firm based in New York. It manages $31.96 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Bessemer Investment Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bessemer Investment Management: assets under management

The assets under management (AUM) of Bessemer Investment Management LLC is $31.96 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 80% since the beginning of its operation, and $402.96 million of the total AUM is attributable to clients outside of the United States.


The firm manages $31.96 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.2 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bessemer Investment Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients John Gerard Macdonald serves?

The firm provides services to investment companies, pooled investment vehicles, and banking or thrift institutions. The largest group of clients of John Gerard Macdonald is investment companies with 9 clients and $31.56 billion of assets under management. Among the 7 most similar advisory firms, Bessemer Investment Management has the 2nd highest percentage of investment companies out of all clients.


The amount of regulatory assets under management is $31.96 billion for 11 clients. 9% of the firm’s clients are foreign persons or businesses.

Bessemer Investment Management also advises several private funds. Namely, one hedge fund.

Careers at Bessemer Investment Management LLC

The company employs 65 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John Gerard Macdonald has been acting as President since 1 Mar 2001. Thomas Gordon Kennedy joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Timothy John Morris Senior managing director 1 Aug 1995 Other 1851538
John Bernard Hall Managing director 1 Jul 1998 Other 2363697
Steven L. Williamson Assistant secretary 1 Jan 2000 Other 5092222
Na Bessemer Trust Co. Parent 1 Oct 2000 75% - 100% 13-2792165
John Dearborn Chadwick Managing director 1 Jan 2001 Other 2048230
Yunjae Chung Managing director 1 Jan 2001 Other 2252932
Richard R Davis Secretary 1 Jan 2001 Other 2657558
John J Hederman Compliance officer 1 Jan 2001 Other 4346961
Frank Elliott Helsom President 1 Jan 2001 Other 2082173
John G Macdonald Managing director/cfo/assistant secretary 1 Jan 2001 Other 4346953
Timothy John Morris Senior managing director 1 Jan 2001 Other 1851538
Harold Spring Woolley Managing director 1 Jan 2001 Other 733086
Bruce A. Whiteford Managing director 1 Jan 2001 Other 4382831
Bruce R. Aird Managing director 1 Jan 2001 Other 4382834
Na Bessemer Trust Company Member 1 Mar 2001 75% - 100% 13-2792165
John Gerard Macdonald Managing director/treasurer/director 1 Mar 2001 Other 4346953
Bruce Alan Whiteford Managing director 1 Mar 2001 Other 4382831
Steven Lloyd Williamson Secretary/managing director/director 1 Mar 2001 Other 5092222
John J Hederman Compliance officer/principal 1 Mar 2001 Other 4346961
Hermione Ann Davies Managing director 1 Mar 2001 Other 4429317
Na Bessemer Trust Co. Parent 1 Mar 2001 75% - 100% 13-2792165
Richard R Davis Managing director/secretary/director 1 Mar 2001 Other 2657558
John G Macdonald Managing director/treasurer/director 1 Mar 2001 Other 4346953
Harold Spring Woolley Managing director 1 Mar 2001 Other 733086
Bruce A. Whiteford Managing director 1 Mar 2001 Other 4382831
Bruce R. Aird Managing director 1 Mar 2001 Other 4382834
Steven L. Williamson Assistant secretary 1 Mar 2001 Other 5092222
Don James Andrews Chief compliance officer/managing director 1 Oct 2002 Other 2406739
Christine Ann Callies Managing director 1 Dec 2002 Other 1813826
John Allen Hilton President 1 Mar 2003 Other 2903130
Kathleen Traynor Millard Managing director 1 Aug 2003 Other 2443810
Njunt W Aw Principal 1 Mar 2004 Other 2547795
Andrew Mccarty Parker Managing director 1 May 2004 Other 710352
Marc David Stern President 1 Aug 2004 Other 1691305
Frank Anthony Mariani Managing director 1 Jan 2005 Other 1479372
Richard Murtagh Managing director 1 Jan 2005 Other 5265789
Lois Rhoda Roman Managing director 1 Jul 2005 Other 1605279
Gregory Manuel Lester Managing director 1 Jan 2006 Other 2518426
William Preston Stahl Principal 1 Jan 2006 Other 5091892
Deborah Joanne Ferris Principal/assistant secretary 1 Jan 2006 Other 1988137
William Preston Stahl Managing director 1 Jan 2008 Other 5091892
Peter John Langas Managing director 1 Jun 2008 Other 2261675
David Wayne Rossmiller Managing director 1 May 2010 Other 1557198
Rebecca Hope Patterson Managing director and chief investment officer 1 Jul 2012 Other 5480298
Marc David Stern Director 1 Oct 2012 Other 1691305
Rebecca Hope Patterson President 1 Jan 2013 Other 5480298
Njunt W Aw Managing director 1 Dec 2013 Other 2547795
Michael Crawford Managing director 1 Dec 2013 Other 6314653
Nicola Knight Assistant secretary/chief compliance officer 1 Mar 2015 Other 4898040
Nicola Knight Assistant secretary/chief compliance officer 1 Apr 2015 Other 4898040
Thomas Gordon Kennedy Chief compliance officer 1 Jul 2016 Other 2760150

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Incorporated The Bessemer Group Shareholder 1 Sep 1981 75% - 100% 13-3093730
Inc. The Bessemer Group Parent 1 Sep 1981 75% - 100% 13-3093730

Based in New York

The principal office where Bessemer Investment Management LLC performs its advisory services is located at 630 Fifth Avenue, New York, NY 10111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-708-9100 or by fax 516-905-3967. The normal business hours are 8:30am - 5:00pm on Monday - Friday.