Data / Investment advisers / Connecticut / Bradley Foster & Sargent Inc
Bradley Foster & Sargent Inc, Hartford, CT: $9.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bradley Foster & Sargent Inc is an SEC registered investment adviser with its main office in Hartford, Connecticut and reports $9.1 billion in regulatory assets under management in its Form ADV filed April 6, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 106928
- SEC file number
- 801-46616
- SEC status
- Approved, effective May 31, 1994
- Main office
- 185 Asylum Street City Place II, 11th Floor, Hartford, CT 06103
- Phone
- (860) 527-8050
- Website
- bfsfunds.com
- Regulatory AUM
- $9,072,939,203 in the Form ADV filed April 6, 2026
- Discretionary AUM
- $9,069,366,208
- Non discretionary AUM
- $3,572,995
- Accounts
- 4,971
- Employees
- 61, of which 32 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $74,086,775
- Other offices
- 8
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,013 | $7.57 billion |
| Individuals (other than high net worth individuals) | 827 | $489 million |
| Corporations or other businesses | 32 | $426.3 million |
| Charitable organizations | 62 | $383.8 million |
| Investment companies | 2 | $109.4 million |
| Pooled investment vehicles | 1 | $62.8 million |
| Pension and profit sharing plans | 7 | $36 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $9.07 billion | February 25, 2026 |
| December 1, 2025 | $8.59 billion | July 17, 2025 |
Other advisers in Hartford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hartford Investment Management Company | Hartford | $123.58 billion | 13 | adviserinfo.sec.gov |
| Conning, Inc. | Hartford | $106.90 billion | Not listed | adviserinfo.sec.gov |
| Virtus Investment Advisers, LLC | Hartford | $51.74 billion | Not listed | adviserinfo.sec.gov |
| Virtus Fixed Income Advisers, LLC | Hartford | $34.91 billion | 15 | adviserinfo.sec.gov |
| UBS Realty Investors LLC | Hartford | $2.34 billion | 3 | adviserinfo.sec.gov |
| Virtus Capital Advisers, LLC | Hartford | $1.49 billion | 2 | adviserinfo.sec.gov |
| Nebrodi Partners, LLC | Hartford | $1.48 billion | Not listed | adviserinfo.sec.gov |
| Virtus Advisers, LLC | Hartford | $1.42 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Hartford, CT
- Investment advisers in Connecticut
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Bradley Foster & Sargent Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.