BERGAMOT ASSET MANAGEMENT LP
Firm details
- Headquarters
- PRINCETON, New Jersey
- CRD number
- 309424
- Registered since
- May 1, 2026
- Website
- www.bergamotam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI57.09%
- Pooled Investment Vehicles19%
- Individuals10.45%
- Corporations / Businesses7.55%
- Charitable Organizations5.91%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bergamot Asset Management LP is organized as a limited partnership and operates with the profile of a private equity manager while providing discretionary and non-discretionary portfolio management across client types. The firm serves individual and family clients as well as institutional investors and offers portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. It also carries business activities as a CPO/CTA and acts as an insurance broker. Fee arrangements include percentage-of-AUM charges, fixed fees, and performance-based fees. Bergamot identifies itself as an active ESG investor and is SEC-registered in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
2 of 2CHRISTOPHER LIONG
CIO & Managing PartnerCRD 6761051
CASSANDRA LALLY
Chief Compliance OfficerCRD 6761062
Contacts
2 of 2ANDY WONG
Portfolio ManagerCRD 6761057
Vijay Aluwalia
Registered RepresentativeCRD 6652359
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PRINCETON, NJ
MERCER
Location
PRINCETON, NJ
Headquartered in PRINCETON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MERCER
- Address
- 300 Carnegie Ctr
- Time zone
- ET (UTC-5)
- Office locations
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