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 LP provides discretionary and non‑discretionary investment management to a mix of clients, including pooled private funds and separately managed accounts for institutional and high‑net‑worth investors. The firm serves as sponsor and investment manager to multiple pooled vehicles (for example, Bergamot Music Fund I LP, Zenbanx‑Bergamot Private Aviation Fund I LP, and Bergamot Front Row Fund I LP) while also offering wealth management through separately managed accounts. The firm’s investment process is fundamentally oriented and combines fundamental research with quantitative tools across public long/short equity and private equity strategies, and it may employ hedging, leverage and short selling. Bergamot’s funds and accounts can invest in a range of alternative instruments — including commodity futures/options and digital asset exposure — and the adviser discloses that certain affiliates rely on CFTC exemptions as commodity pool operators and that some client relationships include performance‑based compensation. Compared with many supported firms, Bergamot is distinctive for operating several niche pooled vehicles and acting as a private fund adviser and fund sponsor despite a small advisory team and roughly $106 million in AUM. The brochure also discloses a complex set of operational arrangements — including potential side letters, affiliated insurance and broker‑dealer activities, soft‑dollar practices, and an in‑process SEC registration — that prospective clients should review in the firm’s governing documents.

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.