Bourne Lent Asset Managament, Inc.
Firm details
- Headquarters
- Pawling, New York
- CRD number
- 111114
- Registered since
- July 1, 2000
- Website
- bournelent.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.32%
- Charitable Organizations18.46%
- Individuals2.33%
- State / Municipal Government1.89%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bourne Lent Asset Managament, Inc. is a privately owned corporate RIA that has been SEC-registered since 2000. The firm advises both individual/family and institutional clients and bills primarily as a percentage of assets under management. Its advisory mandate centers on discretionary portfolio management for individuals, small businesses and for businesses or institutional clients. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities88%
- US Government Bonds5%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds2%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
John Lent
Portfolio ManagerCRD 2224794
Donald Bourne
PresidentCRD 4368990
Kevin Stickle
Investment AdvisorCRD 7216503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$596K in ETFs
100%
$596K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $596K | 1,618 | 100.00% |
Location
Pawling, NY
Dutchess
Location
Pawling, NY
Headquartered in Pawling, NY, 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
- Dutchess
- Address
- 12 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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