BERGEN PARK CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2024
Total AUM
$99.3M
Discretionary
$99.3M
100% of AUM
Avg account
$8.3M
Accounts
12
Employees
5
Advisory reps
2

Firm details

Headquarters
BIGFORK, Montana
CRD number
315162
Registered since
July 3, 2024
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles56.34%
  • HNWI43.66%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bergen Park Capital Management, LLC operates as a hedge fund–structured advisory firm that runs discretionarily managed portfolios for a small roster of high-balance clients and pooled vehicles. The firm is SEC-registered and charges a traditional mix of asset-based fees plus performance fees, which aligns with an active, results-driven investment approach. Its client base spans high-net-worth individuals and families as well as institutional and pooled investment clients, and the adviser also serves as a sponsor and managing member for pooled vehicles it advises. Investment activity centers on equity-focused strategies. Filings show a clear preference for liquid, exchange-traded instruments, and the firm provides portfolio management services for individuals/small businesses, pooled investment vehicles and businesses or institutions. Bergen Park is not identified as an ESG-focused investor and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Derivatives 2%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • Derivatives2%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • DOMINIC SPERANDEO-LANCELOTTA

    Managing MemberCRD 4270942

  • EDGERTON SCOTT

    Founding Partner and Portfolio ManagerCRD 2200082

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BIGFORK, MT

FLATHEAD

Location

BIGFORK, MT

Headquartered in BIGFORK, MT, in the West of the United States.

Region
West
County
FLATHEAD
Address
470 Electric Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth