Bourne Lent Asset Managament, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$273,935,732
Clients
78
Advisors
3
across 3 offices
About
Bourne Lent Asset Management provides discretionary investment management and related advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, businesses and municipal entities. The firm manages approximately $343.9 million for about 78 clients, supported by three advisory professionals and operating from five offices.
The firm’s investment process is built on fundamental analysis and customized portfolio construction, with a primary emphasis on individual equities and individual bonds while also using mutual funds and ETFs as needed. Bourne Lent typically pursues a long‑term strategy tailored to each client’s goals, risk tolerance and tax considerations, but will trade more actively for rebalancing, cash needs, tax‑loss harvesting or changing market conditions and provides ERISA/IRA fiduciary advice where applicable.
Several features distinguish Bourne Lent from many peers: it maintains five offices despite a small adviser team, a configuration that is uncommon among similarly sized supported firms, and it serves state and municipal clients, a client segment noted as rare in its peer group. The firm also has had an established practice since 1983 and maintains institutional relationships with custodians such as Fidelity and Raymond James that provide software and operational support to the adviser.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually Over $2,000,000+: 0.60% annually
Account minimum: $500,000 (may be waived at Advisor's sole discretion) Fee-only: Percentage of assets under management as detailed above.
Main office
See office12 E. Main Street
Pawling NY 12564
Advisors at this office
1
Offices (3)
Most active in
California · Connecticut · Florida · Maine · Nebraska · New Jersey · New York · Texas
Also doing business as
Bourne Lent Asset Managament, Inc. · Bourne Lent Asset Management, Inc. · Bourne Stenstrom Capital Management Inc · Bourne Stenstrom Lent Asset Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Donald B
Pawling, NY
Bourne Lent Asset Managament, Inc.
Donald Bourne is a financial advisor at Bourne Lent Asset Management, Inc. with four years of industry experience. He has been with Bourne Lent since 1991. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm employs a fundamental analysis approach with customized portfolio construction, emphasizing individual equities and bonds, and serves a range of clients including high-net-worth individuals and state and municipal clients.
Kevin S
Series 65
San Diego, CA
Bourne Lent Asset Managament, Inc.
Kevin Stickle is a financial advisor at Bourne Lent Asset Management, Inc. in San Diego, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at The Millennium Alliance, Charles Schwab, and New York Life. Bourne Lent Asset Management offers discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while also utilizing mutual funds and ETFs as needed.
John L
CFA®, Series 63, Series 65
Montclaire, NJ
Bourne Lent Asset Managament, Inc.
John Lent is a CFA® charterholder with four years of industry experience. He is affiliated with Bourne Lent Asset Management, Inc., where he has worked since 2006. Prior to this, he has been associated with U.S. Trust Company since 1996. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while incorporating mutual funds and ETFs as needed.
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