Bergamot asset management

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

300 Carnegie Ctr Ste 140, Princeton, New...

Phone Number

(609) 917-7900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Bergamot asset management

Bergmot Asset Management specializes in holistic wealth management, focusing on financial well-being through investment opportunities, tax planning, estate planning, and insurance coverage reviews. They cater to a diverse clientele, including athletes, entertainers, business owners, healthcare professionals, and technology executives. The firm operates as a fiduciary, ensuring clients' interests are prioritized in all financial matters. With over 20 years of experience, they also provide unique investment opportunities for accredited investors and institutional clients.Explore more
Bergamot asset management's Social MediaPopular SearchesBergamot Asset Management LPBergamot Asset ManagementBergamot Special Situations Fund I LPBergamot Capital LLCBergamot Gp LLCSIC Code 62,628NAICS Code 52,523Show more

Bergamot asset management Org Chart

PhoneEmail
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Chief Investment Officer

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Chief Compliance Officer

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AW
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Portfolio Manager

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ES
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Analyst

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JB
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Wealth Management Strategist

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CA
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Support Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bergamot asset management

<$5M
11-50
Private
-
2019
CL
Christopher LiongChief Investment Officer
$8.2M
11-50
Private
<$5M
1991
<$5M
11-50
Private
-
2003
RK
Rahul KakarChief Investment Officer
<$5M
1-10
Private
-
1998
AL
Alan LiChief Investment Officer
<$5M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2005
AP
Alexander PonchakChief Financial Officer
<$5M
1-10
Private
-
2008
SM
Sadie McCarthyInvestor Relations Marketing Analyst
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bergamot asset management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bergamot asset management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bergamot asset management.

Bergamot asset management Tech Stack

A closer look at the technologies used by Bergamot asset management

Bergamot asset management News & Media

  • Bergamot Asset Management Acquires 50% Stake in Augspurger® and Professional Audio Design

    HANOVER, MA, January 20, 2026 — Augspurger® [NAMM 2026 Booth# 15408], the world’s leading manufacturer of large-format mixing monitors, announced that Bergamot Asset Management has acquired a 50 percent stake in Augspurger® and Professional Audio Design and Malekpour Design Partners. The three companies will operate under the newly created Augspurger Holdco LLC, a new parent company created in partnership with Bergamot and […]
Read more news

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Frequently Asked Questions Regarding Bergamot asset management

What is Bergamot asset management's official website?
Bergamot asset management's official website is www.bergamotam.com
What is Bergamot asset management's Revenue?
Bergamot asset management's revenue is <$5 Million
What is Bergamot asset management's SIC code?
Bergamot asset management's SIC: 62,628
What is Bergamot asset management's NAICS code?
Bergamot asset management's NAICS: 52,523
How many employees does Bergamot asset management have?
Bergamot asset management has 11-50 employees
What industry does Bergamot asset management belong to?
Bergamot asset management is in the industry of: Finance, Securities Trading
What is Bergamot asset management competition?
Bergamot asset management top competitors include: Atta Capital, Advanced Portfolio Management, CoastEdge Partners, Delphin Investments
What technology does Bergamot asset management use?
Some of the popular technologies that Bergamot asset management uses are: WordPress.org, Microsoft 365, GoDaddy DNS, WordPress.com
How do I contact Bergamot asset management?
Bergamot asset management contact info: Phone number: (609) 917-7900 Website: www.bergamotam.com
What does Bergamot asset management do?

Bergmot Asset Management specializes in holistic wealth management, focusing on financial well-being through investment opportunities, tax planning, estate planning, and insurance coverage reviews. They cater to a diverse clientele, including athletes, entertainers, business owners, healthcare professionals, and technology executives. The firm oper... ates as a fiduciary, ensuring clients' interests are prioritized in all financial matters. With over 20 years of experience, they also provide unique investment opportunities for accredited investors and institutional clients.Read More

What are Bergamot asset management social media links?
Bergamot asset management Linkedin page
Is Bergamot asset management a public company?
Bergamot asset management is private company therefore does not currently have an official ticker symbol
See more information about Bergamot asset management

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