Wealth Management Acquisitions in Rhode Island
Showing 1 transactions.
-
April 17, 2025
- Buyer
- Bradley, Foster & Sargent
- Target
- Napatree Capital
- Industry
- Wealth Management
- Location
- Rhode Island, United States
- Type
- Buyout
Bradley, Foster & Sargent (BFS) has completed a merger with Napatree Capital, bringing Napatree’s approximately $350 million in assets under management into BFS’s platform (BFS manages roughly $8 billion AUM). The Napatree team will join BFS and retain offices in Westerly, Rhode Island and Longmeadow, Massachusetts as BFS expands its presence and advisory capabilities in Southern New England.
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