Bourne Lent Asset Managament, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Pawling, NY. Its latest Form ADV filing, dated January 28, 2026, reports $344M in regulatory assets under management, 4 employees, 4 offices, and 167 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.7% of total clients.
Top client categories% of clientsClients
1
HNWI
62.7%
52
2
Individuals
31.3%
26
3
Charitable
6.0%
5
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$344Mas of January 28, 2026
Discretionary99.3%
$342M
99% of total RAUM99.3%
Non-discretionary0.7%
$2M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$344M
Total Accounts167
10Y AUM Change+$149M (+76.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee21:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.