A complete list of active advisors currently associated with Bergamot Asset Management LP
Warmer can help you find a great advisor at Bergamot Asset Management LP or one who fits your needs even better.
Bergamot Asset Management provides discretionary investment management to a mix of clients that includes private funds, institutional investors and retail separately managed accounts, and offers wealth management and portfolio management services to individual clients. Like many supported firms, it works with high‑net‑worth and individual investors and charges asset‑based fees for portfolio management. The firm applies a fundamentally oriented investment process supported by quantitative tools across public long/short equity and private equity strategies, and it uses techniques such as short selling, hedging and leverage where appropriate. Its investment program also covers early‑stage private investments, SPACs, digital assets and ESG‑oriented diligence, and some separately managed accounts may invest pari passu with the firm’s pooled funds while retaining different liquidity terms. Bergamot is notable for operating as a private fund adviser and fund sponsor to multiple niche pooled vehicles (for example, sector‑specific funds and special purpose vehicles named in its offering documents), and for relying on CFTC exemptions in connection with commodity pool activities and futures/options trading. It also employs performance‑based compensation for certain pooled investors, manages pooled vehicles alongside other client accounts (with documented allocation and side‑letter practices), and discloses related third‑party affiliations such as an affiliated insurance entity and broker relationships that can affect trade execution and allocations.
To learn more about the advisors currently working at Bergamot Asset Management LP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Princeton, NJ
| 10
| |
Princeton, NJ
| 2
| |
Princeton, NJ
| 0
| |
Princeton, NJ
| 6
|
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