Bergamot Asset Management LP

Bergamot Asset Management LP (CRD# 309424) is a financial advisory firm headquartered in Princeton, NJ. They manage $73,599,073 in 214 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
300 Carnegie Center, Suite 140, Princeton, NJ 08540
https://www.bergamotam.com
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $343,921
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Bergamot Asset Management LP
Showing 1 - 2 of 2 top financial advisors.
1
Vijay Aluwalia, financial advisor Princeton NJ
Vijay Aluwalia
CRD#: 6652359
300 Carnegie Center, Suite 140, Princeton, NJ 08540

Vijay Aluwalia (CRD# 6652359) is an Investment Advisor Representative working at Bergamot Asset Management LP in Princeton, NJ and has over 7 years of experience in the finance industry.

2
Andy Wong, financial advisor Princeton NJ
Andy W. Wong
CRD#: 6761057
300 Carnegie Center, Suite 140, Princeton, NJ 08540

Andy Wong (CRD# 6761057) is an Investment Advisor Representative working at Bergamot Asset Management LP in Princeton, NJ and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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