BERGAMOT ASSET MANAGEMENT, LLC
CRD #301153 SEC #801-115043 LONG BRANCH, NJ 732.229.4000
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2019
- 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 |
|---|---|---|---|---|
| LIONG, CHRISTOPHER, NEAL | I | CIO, PORTFOLIO MANAGER | C | Control |
| LIONG, CHRISTOPHER, NEAL | I | CIO, PORTFOLIO MANAGER | C | Control |
| SENTEGRITY ADVISORS, LLC | DE | MEMBER | C | Control |
| SENTEGRITY ADVISORS, LLC | DE | MEMBER | C | Control |
| GRAHAM, KEITH, AUGUSTUS | I | MEMBER, HEAD OF BUSINESS DEVELOPMENT | B | Control |
| GRAHAM, KEITH, AUGUSTUS | I | MEMBER, HEAD OF BUSINESS DEVELOPMENT | B | Control |
| LALLY, CASSANDRA, ENRIQUEZ-BALLO | I | CHIEF COMPLIANCE OFFICER | A | Control |
| LALLY, CASSANDRA, ENRIQUEZ-BALLO | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WONG, ANDY, WING KEUNG | I | DIRECTOR OF RESEARCH | A | Control |
| WONG, ANDY, WING KEUNG | I | DIRECTOR OF RESEARCH | A | Control |
Registrations
Federal
IA
Mar 21, 2019 REGISTERED
Notice Filings (1)
NJ
Address
382 MORRIS AVELONG BRANCH, NJ 07740
United States
Phone: 732.229.4000