BERGEN ASSET MANAGEMENT, LLC
CRD #277074 SEC #802-106508 BOCA RATON, FL 561-210-3124
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURNS, CORY, J | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, J | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, J | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, J | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, J | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, J | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, J | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, J | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, J | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, J | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, J | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, J | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, JAMES | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, JAMES | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, JAMES | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, JAMES | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, JAMES | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, JAMES | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| BURNS, CORY, JAMES | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| Drabkin, Daniel, S.J. | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, ALEXIS, RAE | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, ALEXIS, RAE | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, ALEXIS, RAE | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, ALEXIS, RAE | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, ALEXIS, RAE | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, ALEXIS, RAE | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, ALEXIS, RAE | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Johnson, Alexis | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Johnson, Alexis | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Johnson, Alexis | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Johnson, Alexis | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Johnson, Alexis | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Johnson, Alexis | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Johnson, Alexis | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Johnson, Alexis | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Johnson, Alexis | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Johnson, Alexis | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Johnson, Alexis | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| PITMAN, PATRICIA, BARBARA | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, GREGORY, CURTIS | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER, MANAGING DIRECTOR AND CO-GENERAL COUNSEL | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER, MANAGING DIRECTOR AND CO-GENERAL COUNSEL | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER, MANAGING DIRECTOR AND GENERAL COUNSEL | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER, MANAGING DIRECTOR AND CO-GENERAL COUNSEL | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER, MANAGING DIRECTOR AND CO-GENERAL COUNSEL | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER, MANAGING DIRECTOR AND CO-GENERAL COUNSEL | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | NA | Control |
| TABLIS, EUGENE | I | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | NA | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
| EZH HOLDINGS (DE), LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
| TABLIS, EUGENE | I | EZH HOLDINGS (DE), LLC | E | Control |
Registrations
Federal
ERA
Mar 31, 2025 REGISTERED
Address
1800 N. MILITARY TRAILSUITE 150
BOCA RATON, FL 33431-6386
United States
Phone: 561-210-3124