PRINCETON, NJCRD 309424Registration Status: ApprovedEffective since May 1, 2026Latest ADV May 1, 2026
Bergamot Asset Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Princeton, NJ. Its latest Form ADV filing, dated May 1, 2026, reports $106M in regulatory assets under management, 8 employees, and 258 accounts.
Assets Under Management
$106M
Employees
8
Offices
--
Total Clients
114
Primary office
PRINCETON, NJ
300 CARNEGIE CENTER, SUITE 140, PRINCETON, NJ, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 42.1% of total clients.
Top client categories% of clientsClients
1
Individuals
42.1%
48
2
HNWI
41.2%
47
3
Corporations
10.5%
12
4
Pooled Investment Vehicles
6.1%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$106Mas of May 1, 2026
Discretionary54.1%
$58M
54% of total RAUM54.1%
Non-discretionary45.9%
$49M
46% of total RAUM45.9%
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.
Total AUM$106M
Total Accounts258
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee14:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2020 and 2026. Charts show the most recent available filing segment under this CRD.
* 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.