Bergamot Asset Management LP

RIASEC Registered

Total AUM

$106M

Discretionary

$57.6M

54% of AUM

Avg account

$413K

Accounts

258

Employees

Advisory reps

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

FINTRX

Overview

Bergamot Asset Management LP is a limited partnership organized as a private equity fund and registered with the SEC in 2026. The firm serves both individual and family clients as well as institutional investors and combines advisory roles—portfolio management for private clients, pooled vehicles, and businesses—with sponsor/GP responsibilities for pooled investment vehicles. It also operates in regulated trading and distribution capacities, listing CPO/CTA activity and insurance brokerage among its business lines. The firm uses a blended fee schedule that includes asset-based fees, fixed fees, and performance-linked compensation. Bergamot identifies as an active ESG investor, and its ownership structure is a mix of a domestic entity and individual owners. The firm’s product set and affiliations point to a hybrid operating model: manager of private funds and operator of investment vehicles, alongside direct portfolio services for private clients.