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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bradley Foster & Sargent Inc
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|---|---|
| CRD # | 106928 |
| SEC # | 801-46616 |
| CIK # | |
| AUM | $8.6 B (2025-07-17) |
| Employees | 57 (53% Investors, 0% Brokers) |
| Phone | 860-527-8050 |
| Address | 185 Asylum Street Hartford, CT 06103-3402 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Crystal Partners Fund Limited Partnership | 2012-03-29 | 74.1 | |
| Other | MMI Fund LLC | 2012-03-29 | 1.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 817 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,022 | 7.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 57 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 37 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 4,948 | 8.5 |
| By Discretionary | ||
| Discretionary | 4,945 | 8.5 |
| Non-Discretionary | 3 | 0.0 |
| Total | 4,948 | 8.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.5 | |
| Total | 4,948 | 8.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ARK Investment Management LLC
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|
FL | 13.0 |
|
Freestone Capital Management LLC
✚
|
WA | 11.5 |
|
ACR Alpine Capital Research LLC
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MO | 8.5 |
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Cary Street Partners Investment Advisory LLC
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VA | 8.3 |
|
Ingalls & Snyder LLC
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NY | 6.9 |
|
Bailard Inc
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CA | 6.5 |
|
Wainwright Investment Counsel LLC
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|
MA | 5.5 |
|
Fenimore Asset Management Inc
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NY | 5.4 |
|
MGO One Seven LLC
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|
OH | 4.8 |
|
Baker Avenue Asset Management LP
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CA | 3.8 |