Bergamot Asset Management LP
Bergamot Asset Management LP is an SEC-registered mass-market adviser with $106.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Bergamot Asset Management LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309424, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $106.5M (2026-05-01)
- Firm type
- Mass-Market Adviser
- Employees
- 8
- Clients
- 114
- CRD
- 309424
- Ownership
- LALLY, CASSANDRA, ENRIQUEZ-BALLO; ANOMALY CREATIVE CAPITAL LLC; LIONG, CHRISTOPHER, NEAL; BERGAMOT ASSET MANAGEMENT, LLC; Aluwalia, Vijay
How much AUM does Bergamot Asset Management LP have?
Bergamot Asset Management LP reported $106.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Bergamot Asset Management LP?
Disclosed owners and executives of Bergamot Asset Management LP include LALLY, CASSANDRA, ENRIQUEZ-BALLO, ANOMALY CREATIVE CAPITAL LLC, LIONG, CHRISTOPHER, NEAL, BERGAMOT ASSET MANAGEMENT, LLC, Aluwalia, Vijay. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.