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BERGAMOT ASSET MANAGEMENT LP
CRD 309424 · SEC 801-136089
300 CARNEGIE CENTER, SUITE 140, PRINCETON, NJ, 08540, United States
Phone
609-917-7900
Fax
609-806-5900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.5M
Discretionary AUM
$57.6M
Team
8 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Partnership
Filing date
2026-05-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $11.1M |
| High net worth individuals | 47 | $60.8M |
| Pooled investment vehicles | 7 | $20.2M |
| Corporations/business entities | 12 | $8.0M |
States served
NJ, NY, PA, FL
All web addresses on file
Official SEC filing: View on IAPD