Data / Investment advisers / New Jersey / Bergamot Asset Management LP
Bergamot Asset Management LP, Princeton, NJ: $106 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bergamot Asset Management LP is an SEC registered investment adviser with its main office in Princeton, New Jersey and reports $106 million in regulatory assets under management in its Form ADV filed October 20, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 8 private funds.
The request: Watch Bergamot Asset Management LP (CRD number 309424): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 309424
- SEC file number
- 801-136089
- SEC status
- Approved, effective May 1, 2026
- Main office
- 300 Carnegie Center Suite 140, Princeton, NJ 08540
- Phone
- (609) 917-7900
- Regulatory AUM
- $106,482,912 in the Form ADV filed October 20, 2026
- Discretionary AUM
- $57,594,550
- Non discretionary AUM
- $48,888,362
- Accounts
- 258
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 8: 8 private equity funds
- Gross assets of private funds
- $21,633,000
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $60.8 million |
| Pooled investment vehicles | 7 | $20.2 million |
| Individuals (other than high net worth individuals) | 48 | $11.1 million |
| Corporations or other businesses | 12 | $8 million |
| Charitable organizations | Fewer than 5 | $6.3 million |
Other advisers in Princeton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| West Horizon Capital | Princeton | $282.8 million | 1 | adviserinfo.sec.gov |
| Kubhera Enterprises LLC | Princeton | $275.5 million | 1 | adviserinfo.sec.gov |
| KDT Advisors, LLC | Princeton | $210.4 million | Not listed | adviserinfo.sec.gov |
| Halberstadt Financial Consultants Inc | Princeton | $185 million | Not listed | adviserinfo.sec.gov |
| Altman Investment Management LLC | Princeton | $119.9 million | Not listed | adviserinfo.sec.gov |
| Millstone Financial Group | Princeton | $104.4 million | Not listed | adviserinfo.sec.gov |
| Sosv Investments LLC (F/K/A Sosventures LLC) | Princeton | Not listed | 18 | adviserinfo.sec.gov |
| Domain Associates, LLC | Princeton | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Princeton, NJ
- Investment advisers in New Jersey
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Bergamot Asset Management LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.