# BRADLEY FOSTER & SARGENT INC

BRADLEY FOSTER & SARGENT INC of HARTFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 106928
- Type: SEC-registered investment adviser
- SEC file number: 801-46616
- Location: 185 ASYLUM STREET, CITY PLACE II, 11TH FLOOR, HARTFORD, CT, 06103-3402
- Phone: 860-527-8050
- Latest filing: 2026-04-06
- Regulatory AUM: $9.1B
- Discretionary AUM: $9.1B
- Non-discretionary AUM: $3.6M
- Clients: 61
- Accounts: 4,971

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (39)

_Showing 25 of 39 people._

| Name | Role | Location |
| --- | --- | --- |
| [Robert Holmes Bradley](https://search.stillhousedata.com/person/689038) | CHAIRMAN | — |
| [Keith Glenn Larose](https://search.stillhousedata.com/person/689039) | DIRECTOR | — |
| [Cameron Horatio Burns](https://search.stillhousedata.com/person/689040) | EVP | — |
| [Thomas Denney Sargent](https://search.stillhousedata.com/person/689041) | DIRECTOR | — |
| [Gregory Michael Miller](https://search.stillhousedata.com/person/689042) | EVP | — |
| [Andrew Reginald Gordon](https://search.stillhousedata.com/person/689043) | CHIEF COMPLIANCE OFFICER | — |
| [Guergana Rangatcheva](https://search.stillhousedata.com/person/689044) | CHIEF FINANCIAL OFFICER | HARTFORD, CT |
| [Joseph Anthony Walker](https://search.stillhousedata.com/person/689045) | CHIEF OPERATIONS OFFICER | — |
| [Galan George Daukas](https://search.stillhousedata.com/person/689046) | PRESIDENT AND CEO | — |
| [Peter Jay Kirschenbaum](https://search.stillhousedata.com/person/689047) | EVP | — |
| [Rosa Yii-Ching Chen](https://search.stillhousedata.com/person/689048) | DIRECTOR OF RESEARCH AND PORTFOLIO MANAGER | — |
| [Eugene A Daponte](https://search.stillhousedata.com/person/689049) | EVP | — |
| [MILLER STEPHEN MICHAEL](https://search.stillhousedata.com/person/730708) | EVP; PRINCIPAL | — |
| [BRADLEY ROBERT HOLMES](https://search.stillhousedata.com/person/734045) | CEO; CHAIRMAN; CHAIRMAN, PRESIDENT & CEO (+1 more) | — |
| [FOSTER TIMOTHY HATHERLY](https://search.stillhousedata.com/person/734046) | EVP; EXECUTIVE VICE PRESIDENT; PRINCIPAL | — |
| [SARGENT JOSEPH DENNY](https://search.stillhousedata.com/person/734047) | CHMN | — |
| [MARSTED JEFFREY GILBERT](https://search.stillhousedata.com/person/734048) | DIRECTOR; EVP; EXECUTIVE VICE PRESIDENT (+1 more) | — |
| [LAROSE KEITH GLENN](https://search.stillhousedata.com/person/734049) | DIRECTOR; PRINCIPAL | — |
| [SARGENT THOMAS DENNEY](https://search.stillhousedata.com/person/734050) | DIRECTOR; PRINCIPAL | — |
| [WILLCOX STEPHEN LESLIE](https://search.stillhousedata.com/person/734051) | CFO; CFO & CHIEF COMPLIANCE OFFICER; CHIEF ADM/COMPLIANCE OFFICER (+6 more) | — |
| [DONADIO NANCY WARD](https://search.stillhousedata.com/person/734052) | CHIEF OPERATIONS OFFICER; SENIOR OPERATIONS OFFICER | — |
| [WALKER KENDALL ANTHONY](https://search.stillhousedata.com/person/739726) | CHIEF OPERATIONS OFFICER | — |
| [DAUKAS GALAN GEORGE](https://search.stillhousedata.com/person/740085) | PRESIDENT AND CEO | — |
| [GILBERT JOHN ROSS](https://search.stillhousedata.com/person/759236) | PRINCIPAL | — |
| [KIRSCHENBAUM PETER JAY](https://search.stillhousedata.com/person/767089) | EVP | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CRYSTAL PARTNERS FUND LIMITED PARTERSHIP | Hedge Fund | Delaware | 72 | $74.1M | $100K |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WELLESLEY | MA | 3 | (860) 527-8050 |
| STONINGTON | CT | 2 | 800-720-8050 |
| WESTERLY | RI | 2 | 4018681115 |
| LONGMEADOW | MA | 2 | 8007208050 |
| LITCHFIELD | CT | 2 | 8602414610 |
| PORTLAND | ME | 2 | 800-720-8050 |
| DELRAY BEACH | FL | 1 | 800-720-8050 |
| CHICAGO | IL | 1 | 800-720-8050 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106928/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106928/similar
- Related entities: https://search.stillhousedata.com/firm/106928/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106928

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
