BERGEN PARK CAPITAL MANAGEMENT, LLC
  • BERGEN PARK CAPITAL MANAGEMENT, LLC

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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 07/03/2024
Other registrations (2)
Former registrations

BERGEN PARK CAPITAL MANAGEMENT, LLC

ADV Location BIGFORK, MT, United States
Contact Info 954 xxxxxxx
Websites
AUM* 99,265,903 -3%
of that, discretionary 99,265,903 -3%
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 55,921,607 423%
Avg Account Size 8,272,159 -35%
% High Net Worth 91.67% 68%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

127M 109M 91M 73M 55M 36M 18M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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