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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Hartford, CT

Bradley Foster & Sargent

$9.1B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($668.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Growth Equity, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
17
5 Open Source Trails Below
Sum of Disclosed Rows
$668.0M
Total AUM: $9.1B
Median Disclosed Amount
$47.5M
Range: $8.0M – $70.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Bradley Foster & Sargent

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Strategic Partners Fund X, L.P.Adviser 7.B Vehicle Secondaries 2025
$60.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Madison Dearborn Capital Partners IX, L.P.Adviser 7.B Vehicle Buyout 2025
$57.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Real Estate Partners Fund XIIAdviser 7.B Vehicle Real Estate 2025
$57.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
WCM Focused International Growth Fund LPAdviser 7.B Vehicle Multi-Strategy 2025
$51.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PSG VIAdviser 7.B Vehicle Growth Equity 2024
$12.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Bradley Foster & Sargent

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Bradley Foster & Sargent (Family Office / MFO, $9.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.7% Actual; $208.6M Unallocated Target Bandwidth). SEC Form ADV (801-46616, CRD #106928) verified $9.07B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Bradley Foster & Sargent

708 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bradley Foster & Sargent (16 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 4 Shared Vehicles

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Real Estate Partners Fund XII (2024 Vintage)
Bradley Foster & Sargent: $57.9M · SEC Form ADV 7.B
Washington State Investment Board: $150.0M · CAFR / Board Packet (ir063025, p.7)

Additional shared vehicles: GTCR Strategic Growth Fund I (2022 Vintage) · Sixth Street Opportunities Partners V (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

SURS Illinois

Public Pension Plan Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Madison Dearborn Capital Partners IX (2025 Vintage)
Bradley Foster & Sargent: $57.9M · SEC Form ADV 7.B
SURS Illinois: $150.0M · CAFR / Board Packet (SURS ACFR FY2024)

Additional shared vehicles: Ares Private Credit Opportunities Fund III (2025 Vintage) · Sixth Street Opportunities Partners V (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Mississippi PERS

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street Opportunities Partners V (2021 Vintage)
Bradley Foster & Sargent: $70.1M · SEC Form ADV 7.B
Mississippi PERS: $75.0M · CAFR / Board Packet (PERS 2024 ACFR)

Additional shared vehicles: Blackstone Energy Partners III (2020 Vintage) · Blackstone Energy Partners IV (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+705 Additional Institutional LPs Report Shared Vehicles with Bradley Foster & Sargent

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You are viewing 5 open public preview records (out of 17 total tracked records for Bradley Foster & Sargent) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (708 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Bradley Foster & Sargent

Buyout LPs →Private Credit LPs →Real Estate LPs →Growth Equity LPs →Secondaries LPs →

Frequently Asked Questions: Bradley Foster & Sargent

What type of institutional allocator is Bradley Foster & Sargent and what is their typical disclosed ticket size?

Bradley Foster & Sargent is categorized under Family Office / MFO (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Hartford, CT). Across 17 historical disclosure records tracked on Prilago ($668.0M total parsed USD across disclosed rows), the median disclosed amount is $47.5M (range: $8.0M to $70.1M).

Which private-market strategies appear in Bradley Foster & Sargent's public disclosures?

Bradley Foster & Sargent has disclosed records across Buyout, Private Credit, Real Estate, Growth Equity, Secondaries. Open preview records include Strategic Partners Fund X, L.P. (2025 Vintage), Madison Dearborn Capital Partners IX, L.P. (2025 Vintage), Ares Real Estate Partners Fund XII (2025 Vintage), WCM Focused International Growth Fund LP (2025 Vintage).

How are Bradley Foster & Sargent's historical records substantiated and separated from active searches on Prilago?

Records for Bradley Foster & Sargent cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Bradley Foster & Sargent's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bradley-foster-and-sargent or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Bradley Foster & Sargent?

In Prilago's bilateral commitment graph, Bradley Foster & Sargent shares resolved underlying fund vehicles with 708 institutional LPs across 16 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Washington State Investment Board (4 shared vehicles, e.g. Ares Real Estate Partners Fund XII (2024 Vintage)), SURS Illinois (4 shared vehicles, e.g. Madison Dearborn Capital Partners IX (2025 Vintage)), Mississippi PERS (4 shared vehicles, e.g. Sixth Street Opportunities Partners V (2021 Vintage)).

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