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- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2019
- Office Locations
- 1
Office Locations
About Bergamot Asset Management LP
Bergamot Asset Management is a Princeton, NJ registered investment adviser providing fiduciary, holistic wealth management and planning. The team supports individuals and families with integrated tax, insurance, estate/wealth transfer, charitable giving and family office-style services, and also offers private placement access for accredited and institutional investors. Bergamot brings 20+ years managing pension, endowment and foundation portfolios and publishes insights for healthcare professionals and athletes.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER NEAL LIONG
Chief Investment Officer, PORTFOLIO MANAGER, Wealth Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
Vijay Aluwalia
PARTNER, WEALTH ADVISOR
- CRD
- #6652359
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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ANDY WING KEUNG WONG
Director
- CRD
- #6761057
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,594,550 | $381,421 |
| Non-Discretionary | $48,888,362 | $456,901 |
| Total | $106,482,912 | $412,724 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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