BERGAMOT ASSET MANAGEMENT LP
  • BERGAMOT ASSET MANAGEMENT LP

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Adviser Profile

As of Date 05/01/2026
Registration SEC, Approved, 05/01/2026
Other registrations (3)
Former registrations

BERGAMOT ASSET MANAGEMENT LP

BERGAMOT ASSET MANAGEMENT LP

ADV Location PRINCETON, NJ, United States
Contact Info 609 xxxxxxx
Websites
AUM* 106,482,912
of that, discretionary 57,594,550
Number of Employees 8
of those in investment advisory functions 3
Private Fund GAV* 20,233,000
Avg Account Size 412,724
% High Net Worth 41.23%
SMA’s No
Private Funds 7

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

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
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

58M 49M 41M 33M 25M 16M 8M
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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