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Building 2BERGAMOT ASSET MANAGEMENT LP

Map pinPRINCETON, NJ
Phone609-917-7900
NotebookSEC #801-136089
Total AUM
$106.5M
Employees
8
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 CARNEGIE CENTER
SUITE 140
PRINCETON
NJ 08540
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
609-917-7900

ReceiptFinancials

Total AUM
$106.5M
Accounts
258
Discretionary
$57.6M
Accounts
151
Non-Discretionary
$48.9M
Accounts
107

ContactClients

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Individual Clients
48
AUM
$11.1M
HNW Individual Clients
47
AUM
$60.8M
Pooled Vehicle Clients
7
AUM
$20.2M
Charitable Organization Clients
1
AUM
$6.3M
Corporation or Business Clients
12
AUM
$8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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