|
⚲
|
| Bradley Foster & Sargent Inc
✚
|
|
|---|---|
| CRD # | 106928 |
| SEC # | 801-46616 |
| CIK # | |
| AUM | $5.6 BB (2023-03-23) |
| Employees | 48 (44% Investors, 0% Brokers) |
| Phone | 860-527-8050 |
| Address | 185 Asylum Street Hartford, CT 06103-3402 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Crystal Partners Fund Limited Partnership | 2012-03-29 | 55.7 | |
| Other | MMI Fund LLC | 2012-03-29 | 1.1 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,490 | 2.8 |
| (b) Individuals (high net worth individuals) | 235 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 16 | 0.0 |
| (h) Charitable organizations | 66 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 52 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,295 | 5.6 |
| By Discretionary | ||
| Discretionary | 4,293 | 5.6 |
| Non-Discretionary | 2 | 0.0 |
| Total | 4,295 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.6 | |
| Total | 4,295 | 5.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Geowealth Management LLC
✚
|
IL | 7.5 |
|
Kovitz Investment Group Partners LLC
✚
|
IL | 7.3 |
|
Regentatlantic Capital LLC
✚
|
NJ | 6.2 |
|
Gluskin Sheff Associates Inc
✚
|
6.0 | |
|
Cary Street Partners Investment Advisory LLC
✚
|
VA | 5.5 |
|
Leucadia Asset Management LLC
✚
|
NY | 5.1 |
|
Ingalls & Snyder LLC
✚
|
NY | 4.4 |
|
Wainwright Investment Counsel LLC
✚
|
MA | 4.4 |
|
Fenimore Asset Management Inc
✚
|
NY | 3.7 |
|
Telemus Capital LLC
✚
|
MI | 3.0 |