BERGEN PARK CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BIGFORK, Montana
- CRD number
- 315162
- Registered since
- July 3, 2024
- Website
- www.bergenparkcapital.com
- 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
FINTRXOverview
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
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 Equities97%
- Derivatives2%
- Cash & Cash Equivalents1%
Contacts
2 of 2DOMINIC SPERANDEO-LANCELOTTA
Managing MemberCRD 4270942
EDGERTON SCOTT
Founding Partner and Portfolio ManagerCRD 2200082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
WILDRYE FINANCIAL
RIABIGFORK, MT
LIFE PLANNING ADVISORS LLC
RIABIGFORK, MT
NORTHFORK ADVISORS
RIABOZEMAN, MT
ARKELL ASSET MANAGEMENT, LLC
RIABOZEMAN, MT
MONTEITH WEALTH
RIABOZEMAN, MT
BIG SKY WEALTH ADVISORS, LLC
RIAGREAT FALLS, MT