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BRADLEY, FOSTER & SARGENT, INC.

Headquarter

Company Details

Entity Name: BRADLEY, FOSTER & SARGENT, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Date Formed: 04 Aug 1993 (Companies founded in August 1993)
Business ALEI: 0288707
Annual report due: 04 Aug 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 185 ASYLUM STREET CITY PLACE II 11TH FLOOR, HARTFORD, CT, 06103, United States
Mailing address: 185 ASYLUM STREET CITY PLACE II 11TH FLOOR, HARTFORD, CT, United States, 06103
ZIP code: 06103 (Companies in Hartford, 06103)
County: Hartford
Place of Formation: CONNECTICUT
Total authorized shares: 22837
E-Mail: agordon@bfsinvest.com

Links between entities

Type Company Name Company Number State
Headquarter of BRADLEY, FOSTER & SARGENT, INC. CORP_73058597 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BRADLEY, FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN 2021 061380515 2022-07-15 BRADLEY, FOSTER & SARGENT, INC. 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Business code 523110
Sponsor’s telephone number 8605278050
Plan sponsor’s address 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103

Signature of
Role Plan administrator
Date 2022-07-15
Name of individual signing GUERGANA RANGATCHEVA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-15
Name of individual signing GUERGANA RANGATCHEVA
Valid signature Filed with authorized/valid electronic signature
BRADLEY, FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN 2020 061380515 2021-06-08 BRADLEY, FOSTER & SARGENT, INC. 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Business code 523110
Sponsor’s telephone number 8605278050
Plan sponsor’s address 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103

Signature of
Role Plan administrator
Date 2021-06-08
Name of individual signing GUERGANA RANGATCHEVA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-08
Name of individual signing GUERGANA RANGATCHEVA
Valid signature Filed with authorized/valid electronic signature
BRADLEY, FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN 2019 061380515 2020-07-07 BRADLEY, FOSTER & SARGENT, INC. 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Business code 523110
Sponsor’s telephone number 8605278050
Plan sponsor’s address 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103

Signature of
Role Plan administrator
Date 2020-07-07
Name of individual signing JOHN KIRSCHNER
Valid signature Filed with authorized/valid electronic signature
BRADLEY, FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN 2018 061380515 2019-07-25 BRADLEY, FOSTER & SARGENT, INC. 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Business code 523110
Sponsor’s telephone number 8605278050
Plan sponsor’s address 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103

Signature of
Role Plan administrator
Date 2019-07-25
Name of individual signing JOHN KIRSCHNER
Valid signature Filed with authorized/valid electronic signature
BRADLEY, FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN 2017 061380515 2018-07-13 BRADLEY, FOSTER & SARGENT, INC. 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Business code 523110
Sponsor’s telephone number 8605278050
Plan sponsor’s address 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103

Signature of
Role Plan administrator
Date 2018-07-13
Name of individual signing JOHN KIRSCHNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-13
Name of individual signing JOHN KIRSCHNER
Valid signature Filed with authorized/valid electronic signature
BRADLEY, FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN 2016 061380515 2017-05-18 BRADLEY, FOSTER & SARGENT, INC. 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Business code 523110
Sponsor’s telephone number 8605278050
Plan sponsor’s address 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103

Signature of
Role Plan administrator
Date 2017-05-18
Name of individual signing ROBERT BRADLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-18
Name of individual signing ROBERT BRADLEY
Valid signature Filed with authorized/valid electronic signature
BRADLEY, FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN 2015 061380515 2016-07-13 BRADLEY, FOSTER & SARGENT, INC. 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Business code 523110
Sponsor’s telephone number 8605278050
Plan sponsor’s address 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103

Signature of
Role Plan administrator
Date 2016-07-13
Name of individual signing ROBERT BRADLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-13
Name of individual signing ROB BRADLEY
Valid signature Filed with authorized/valid electronic signature
BRADLEY, FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN 2014 061380515 2015-07-29 BRADLEY, FOSTER & SARGENT, INC. 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Business code 523110
Sponsor’s telephone number 8605278050
Plan sponsor’s address 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103

Signature of
Role Plan administrator
Date 2015-07-29
Name of individual signing ROBERT BRADLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-29
Name of individual signing ROB BRADLEY
Valid signature Filed with authorized/valid electronic signature
BRADLEY, FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN 2013 061380515 2014-07-16 BRADLEY, FOSTER & SARGENT, INC. 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Business code 523110
Sponsor’s telephone number 8605278050
Plan sponsor’s address 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103

Signature of
Role Plan administrator
Date 2014-07-16
Name of individual signing ROBERT BRADLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-16
Name of individual signing ROBERT BRADLEY
Valid signature Filed with authorized/valid electronic signature
BRADLEY, FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN 2012 061380515 2013-07-30 BRADLEY, FOSTER & SARGENT, INC. 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Business code 523110
Sponsor’s telephone number 8605278050
Plan sponsor’s address 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103

Signature of
Role Plan administrator
Date 2013-07-30
Name of individual signing ROBERT BRADLEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
WINSHIP SERVICE CORPORATION Agent

Director

Name Role Business address Residence address
THOMAS D. SARGENT Director BRADLEY, FOSTER & SARGENT, INC., 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103, United States 14 STONEBRIDGE LANE, WEST HARTFORD, CT, 06107, United States
Galan Daukas Director 185 ASYLUM STREET CITY PLACE II 11TH FLOOR, HARTFORD, CT, 06103, United States 1220 Crestwood Dr, Delray Beach, FL, 33483-7212, United States
KEITH G. LAROSE Director BRADLEY, FOSTER & SARGENT, INC., SUITE 800 - WEST TOWER, 777 SOUTH FLAGLER DRIVE, WEST PALM BEACH, FL, 33401, United States 790 ANDREWS AVE #A202, DELRAY BEACH, FL, 33483, United States
ROBERT H. BRADLEY Director BRADLEY, FOSTER & SARGENT, INC., 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103, United States 61 FOX HILL ROAD, WELLESLEY, MA, 02181, United States

Officer

Name Role Business address Residence address
ROBERT H. BRADLEY Officer BRADLEY, FOSTER & SARGENT, INC., 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, HARTFORD, CT, 06103, United States 61 FOX HILL ROAD, WELLESLEY, MA, 02181, United States
Galan Daukas Officer 185 ASYLUM STREET CITY PLACE II 11TH FLOOR, HARTFORD, CT, 06103, United States 1220 Crestwood Dr, Delray Beach, FL, 33483-7212, United States

History

Type Old value New value Date of change
Name change ROBERT H. BRADLEY & COMPANY BRADLEY, FOSTER & SARGENT, INC. 1994-02-03

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012289714 2024-07-05 No data Annual Report Annual Report No data
BF-0011255891 2023-07-06 No data Annual Report Annual Report No data
BF-0010290033 2022-07-11 No data Annual Report Annual Report 2022
BF-0009809269 2021-09-24 No data Annual Report Annual Report No data
BF-0010090403 2021-07-23 No data Amendment Certificate of Amendment No data
0007257200 2021-03-24 No data Annual Report Annual Report 2020
0007256982 2021-03-24 No data Change of Email Address Business Email Address Change No data
0006850579 2020-03-26 No data Annual Report Annual Report 2018
0006850582 2020-03-26 No data Annual Report Annual Report 2019
0006850567 2020-03-26 No data Annual Report Annual Report 2016

Related by officers

THOMAS D. SARGENT

THE TOULMIN FAMILY LIMITED PARTNERSHIP

Related by address

No related companies by address

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website

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