On April 17, 2025, Bradley, Foster & Sargent announced its acquisition of Napatree Capital.
Bradley, Foster & Sargent (“BFS”) announced, on April 17, 2025, its acquisition of Napatree Capital (“Napatree”). Under the terms of the deal, Napatree founder, Jeff Liguori, joins BFS as executive vice president and portfolio manager. Further terms of the transaction were not disclosed.
BFS, based in Hartford, Connecticut, is a registered investment advisor offering customized investment management services to individuals, families, and institutions. BFS has approximately $8 billion in assets under management.
Napatree, based in Westerly, Rhode Island, is a registered investment advisor specializing in investment solutions. Napatree has approximately $350 million in assets under management.
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