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BERGAMOT ASSET MANAGEMENT LP

PRINCETON, NJ · CRD 309424 · IAPD ↗ · bergamotam.com · 609-917-7900

$106.5MRegulatory AUM
3Advisory reps
8Employees
0Clients
n/aPlanning clients
7Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — BERGAMOT ASSET MANAGEMENT LP (PRINCETON, NJ) is newly SEC-registered with $106.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.