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BERGEN PARK CAPITAL MANAGEMENT, LLC

BIGFORK, MT · CRD 315162 · IAPD ↗ · bergenparkcapital.com · 954 980 5626

$99.3MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2024 — BERGEN PARK CAPITAL MANAGEMENT, LLC (location n/a) is newly SEC-registered with $102.2M RAUM and 2 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.