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Building 2BERGEN PARK CAPITAL MANAGEMENT, LLC

Map pinBIGFORK, MT
Phone954 980 5626
NotebookSEC #801-130596
Total AUM
$99.3M
Employees
5
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
470 ELECTRIC AVENUE
SUITE 2E
BIGFORK
MT 59911
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
954 980 5626

ReceiptFinancials

Total AUM
$99.3M
Accounts
12
Discretionary
$99.3M
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
11
AUM
$43.3M
Pooled Vehicle Clients
1
AUM
$55.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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