Overview
Assets Under Management: $106 million
Headquarters: PRINCETON, NJ
High-Net-Worth Clients: 47
Average Client Assets: $1.3 million
Frequently Asked Questions
BERGAMOT ASSET MANAGEMENT LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309424), BERGAMOT ASSET MANAGEMENT LP is subject to fiduciary duty under federal law.
BERGAMOT ASSET MANAGEMENT LP is headquartered in PRINCETON, NJ.
BERGAMOT ASSET MANAGEMENT LP serves 47 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, BERGAMOT ASSET MANAGEMENT LP offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
BERGAMOT ASSET MANAGEMENT LP manages $106 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, BERGAMOT ASSET MANAGEMENT LP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.09%
Average Client Assets: $1.3 million
Total Client Accounts: 258
Discretionary Accounts: 151
Non-Discretionary Accounts: 107
Regulatory Filings
CRD Number: 309424
Filing ID: 2077032
Last Filing Date: 2026-03-31 06:31:08