Bradley Foster & Sargent Inc
- Regulatory AUM
- $9.1B
- Discretionary
- $9.1B
- Clients
- 1,944
- Avg AUM / client
- $4.7M
- Accounts
- 4,971
- Employees
- 61
AUM over time
Annual snapshots from Form ADV filings · as of Apr 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 827 | $489M | 5.39% |
| High net worth individuals | 1,013 | $7.6B | 83.4% |
| Investment companies | 2 | $109M | 1.21% |
| Pooled investment vehicles (non-investment companies) | 1 | $62.8M | 0.69% |
| Pension and profit sharing plans | 7 | $36.0M | 0.4% |
| Charitable organizations | 62 | $384M | 4.23% |
| Corporations and other businesses | 32 | $426M | 4.7% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $55.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Crystal Partners Fund Limited Partnership | Hedge Fund | Delaware | $55.7M | 68 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Robinson & Cole Savings Plan Robinson & Cole Llp | 2024 | |
| Southern Auto Sales, Inc. Master Profit Sharing Plan Southern Auto Sales, Inc. | 2024 | |
| Day Pitney Profit Sharing And 401(k) Plan Day Pitney Llp | 2024 |
People (28)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Holmes Bradley | Chairman | Jun 1994 (32y) | 10% – 25% | |
| Keith Glenn Larose | Director | Feb 2000 (27y) | 10% – 25% | |
| Thomas Denney Sargent | Director | CFA | Jul 2000 (26y) | 10% – 25% |
| Gregory Michael Miller | Evp | Feb 2011 (15y) | 5% – 10% | |
| Cameron Horatio Burns | Evp | Oct 2011 (15y) | 10% – 25% | |
| Rosa Yii Ching Chen | Director Of Research And Portfolio Manager | CFA | Mar 2016 (10y) | Less than 5% |
| Rangatcheva, Guergana | Chief Financial Officer | Dec 2020 (6y) | Less than 5% | |
| Gordon, Andrew, Reginald | Chief Compliance Officer | Mar 2021 (5y) | Less than 5% | |
| Galan George Daukas | President And Ceo | CFP CFA | Mar 2021 (5y) | 5% – 10% |
| Walker, Joseph, Anthony | Chief Operations Officer | Apr 2021 (5y) | Less than 5% | |
| Peter Jay Kirschenbaum | Evp | Nov 2021 (5y) | 5% – 10% | |
| Eugene A Daponte | Evp | Personal Financial Specialist | Feb 2022 (5y) | Less than 5% |
| Roger Hill Manternach | Registered representative | Aug 2011 (15y) | ||
| Joshua Oulund Peteet | Registered representative | Dec 2015 (11y) | ||
| Joseph Patrick Ciarleglio | Registered representative | Apr 2018 (8y) | ||
| Christina Lee Charest | Registered representative | Dec 2018 (8y) | ||
| Stephen Tucker Childs | Registered representative | CFA | Oct 2019 (7y) | |
| Michele Lynch Matzinger | Registered representative | CFA | Jul 2021 (5y) | |
| James Vincent Paldino | Registered representative | CFA | Aug 2021 (5y) | |
| Christopher Toulmin Sargent | Registered representative | Jul 2022 (4y) | ||
| David Jack Dixon | Registered representative | CFA | Sep 2024 (2y) | |
| Aaron Michael Simmons | Registered representative | May 2025 (1y) | ||
| Michael Dominick Moses | Registered representative | May 2025 (1y) | ||
| Jeffrey Michael Liguori | Registered representative | May 2025 (1y) | ||
| Matthew Russell Landon | Registered representative | CFA | May 2025 (1y) | |
| Jerry Michael Schreibstein | Registered representative | Sep 2025 (1y) | ||
| Charles Savage Willauer | Registered representative | Oct 2025 (1y) | ||
| Alison Gourd Cosgrove | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $55.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Crystal Partners Fund Limited Partnership | Hedge Fund | $55.7M | $100K | 68 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Robinson & Cole Savings Plan | Robinson & Cole Llp | 388 | $294M | 01/01/2024 |
| Southern Auto Sales, Inc. Master Profit Sharing Plan | Southern Auto Sales, Inc. | 171 | $32.7M | 01/01/2024 |
| Day Pitney Profit Sharing And 401(k) Plan | Day Pitney Llp | 650 | $376M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $2.3B (47% of AUM) Apr 2021
- National Financial Services (Fidelity) $1.4B (28% of AUM) Apr 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗