DFX Intelligence

M•• F••• L••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundother private fund3(c)(1)dropped

M•• F••• L••

advised by BRADLEY FOSTER & SARGENT INC

Connecticut, United States

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Search this name across graphsid dfx:ria:78e6b9b0-ef75-0032-ce9a-979787664903

Data as of Apr 17, 2012 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Apr 17, 2012
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: BRADLEY FOSTER & SARGENT INCCRD 106928
Fund type: LONG-ONLY STOCK FUND
Latest reported GAV: $1.1M••• Locked
Peak reported GAV: $1.1M
Beneficial owners: 18
Minimum investment: $5,000
Owned by the adviser: 1200%
Owned by funds of funds: 0%
Owned by non-US persons: 200%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Apr 17, 2012	$1.1M	18	$5,000

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
C•••••• S••••• • C••• I•••	C•••••• S••••• • C••• I•••	SAN FRANCISCO	California	United States	no	8-16514

Relationships

Advises (1)

← BRADLEY FOSTER & SARGENT INCRegistered adviserOther Private Fund, IA, no longer reported
Mar 29, 2012 to Apr 17, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:78e6b9b0-ef75-0032-ce9a-979787664903
First observed: Mar 29, 2012
Last observed: Apr 17, 2012 175 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.