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Bradley Foster & Sargent Inc

● SEC registered since 1994CRD 106928SEC# 801-46616Hartford, CT
Export (members)
Ranks #920 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$9.07B
Fund GAV
$74.1M
Private funds
1
Employees
61
Accounts
4,971
Location
Hartford, CT

Bradley Foster & Sargent Inc assets under management

Bradley Foster & Sargent Inc is an SEC-registered investment adviser based in Hartford, CT. The firm has been registered since 1994. It reports $9.1 billion in regulatory assets under management and employs 61 people. Bradley Foster & Sargent Inc manages 1 private fund with combined gross assets of $74.1 million, including Crystal Partners Fund Limited Partership. By regulatory assets, it ranks 920 of 6,004 private fund managers.

Bradley Foster & Sargent Inc private funds

1 funds · $74.1M GAV
FundTypeGross assetsMin.
Crystal Partners Fund Limited PartershipHedge$74.1M$100K

Bradley Foster & Sargent Inc owners & executives

12 reported
NameTitleOwnershipSince
Andrew Reginald Gordon ControlChief Compliance OfficerUnder 5%2021
Cameron Horatio Burns ControlEvp10-25%2011
Eugene A DaponteEvpUnder 5%2022
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Frequently asked questions

How much does Bradley Foster & Sargent Inc manage?

Bradley Foster & Sargent Inc reports $9.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Bradley Foster & Sargent Inc manage?

Bradley Foster & Sargent Inc manages 1 private funds with combined gross assets of $74.1 million.

How many employees does Bradley Foster & Sargent Inc have?

Bradley Foster & Sargent Inc reports 61 employees.

Where is Bradley Foster & Sargent Inc located?

Bradley Foster & Sargent Inc is based in Hartford, CT and has been SEC-registered since 1994.

Does Bradley Foster & Sargent Inc disclose fund performance?

Bradley Foster & Sargent Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address185 Asylum Street, City Place II, 11th Floor, Hartford, CT 06103-3402
Phone860-527-8050
Fax860-527-0775
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$9.07B▲ 18%
Feb '25 — $7.68BMar '25 — $7.68BApr '25 — $7.68BMay '25 — $7.68BJun '25 — $7.68BJul '25 — $8.59BAug '25 — $8.59BSep '25 — $8.59BOct '25 — $8.59BNov '25 — $8.59BDec '25 — $8.59BJan '26 — $8.59BFeb '26 — $9.07BMar '26 — $9.07BApr '26 — $9.07BMay '26 — $9.07BJun '26 — $9.07B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
AUM vs fund managersTop 15%
Larger than 85% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 10%
More than 90% of 16,825 advisers

Assets under management

$9.07Bregulatory AUM
Discretionary $9.07BNon-discretionary $3.6M