BERGAMOT ASSET MANAGEMENT LP
  • BERGAMOT ASSET MANAGEMENT LP

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Adviser Profile

As of Date 05/03/2026
Registration status Registration Changed to BERGAMOT ASSET MANAGEMENT LP
ADV Location PRINCETON, NJ, United States
Contact Info 609 xxxxxxx
Websites
AUM* 106,482,912 45%
of that, discretionary 57,594,550 73%
Number of Employees 8 33%
of those in investment advisory functions 3
Private Fund GAV* 0 -100%
Avg Account Size 412,724 20%
% High Net Worth 41.23% 10%
SMA’s No
Private Funds 0 3

Adviser Type

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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees