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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- RidgeCatalyst
- Established Date
- 07-01-2000
- Office Locations
- 3
Office Locations
About Bourne Lent Asset Managament, Inc.
Bourne Lent Asset Management is a fee-only RIA providing research-driven portfolio management for individual investors and small institutions. The firm builds transparent, personalized strategies using exchange-listed securities (often ETFs) and avoids short selling and derivatives. Client assets are held at third-party custodians (e.g., Schwab, Fidelity) in the client’s name; the advisor executes trades but has no direct access to funds.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONALD WINTHROP BOURNE JR
Advisor, Chairman, President, TREASURER
- CRD
- #4368990
- Ownership
- 75% or more
JOHN JOSEPH LENT
Chief Compliance Officer, PORTFOLIO MANAGER, Secretary, Vice President
- CRD
- #2224794
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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KEVIN ARTHUR STICKLE
--
- CRD
- #7216503
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,633,900 | $2,058,036 |
| Non-Discretionary | $2,286,984 | $2,286,984 |
| Total | $343,920,884 | $2,059,406 |
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Separately Managed Accounts
Total SMA Asset: $343,920,884
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,540,419,478 | 22.5% |
| U.S. Government/Agency | $1,300,798,670 | 19.0% |
| Cash | $2,177,126,195 | 31.8% |
| Public Funds | $780,479,202 | 11.4% |
| Corporate - Investment Grade | $1,047,485,245 | 15.3% |
| Total | $6,846,308,790 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA EMBER RIDGE | RIDGE PATHWAY | IMCDT4RFH | QWMQS | 0.98% | $47,205,387 |
| ZENITH FRONTIER | QUANTUM DELTA | PCEWZIMHN | ARGL | 11.89% | $15,170,441 |
| HARBOR UNISON | HORIZON CATALYST | X7CSJACCX | RSPE | 9.71% | $82,343,277 |
| VALUE VECTOR PEAK | MOMENTUM MOMENTUM | OMVEGFSIU | UYB | 7.24% | $111,166,796 |
| EAGLE OPTIMA | ALPHA ALPHA | ZLGZT8GDJ | HYOMF | 5.41% | $60,336,840 |
| UNISON SIGNAL | CAPITAL VITAL | GYBYOM2KH | DADQ | 9.68% | $23,466,291 |
| VERTEX PATHWAY | SIGNAL EMBER | IFWR9CZ2K | BOLB | 1.48% | $39,021,502 |
| OPTIMA DELTA SUMMIT | RADIAL NORTH | PHS29G6MN | UIO | 4.68% | $63,418,481 |