{{ Info.Overview }}
Adviser Profile
| As of Date | 07/05/2024 |
| Registration status | Registration Changed to BERGEN PARK CAPITAL MANAGEMENT, LLC |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 102,250,000 15% |
| of that, discretionary | 102,250,000 15% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 12,781,250 15% |
| % High Net Worth | 54.55% -27% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1