BERGAMOT ASSET MANAGEMENT LP of PRINCETON, NJ is an SEC-registered investment adviser (CRD 309424). Regulatory assets under management: $106.5M.
Compensation: % of AUM, Fixed, Performance.
Clients served: High net worth, Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| LIONG CHRISTOPHER NEAL | CIO, PORTFOLIO MANAGER | — |
| LALLY CASSANDRA ENRIQUEZ-BALLO | CHIEF COMPLIANCE OFFICER | — |
| Babar Frank | SHAREHOLDER | — |
| Babar Lisa | SHAREHOLDER | — |
| Christopher Neal Liong | CIO, PORTFOLIO MANAGER | — |
| Cassandra Enriquez-Ballo Lally | CHIEF COMPLIANCE OFFICER | — |
| Frank Babar | SHAREHOLDER | — |
| Lisa Babar | SHAREHOLDER | — |
| Vijay Aluwalia | WEALTH ADVISOR, PARTNER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| BERGAMOT MUSIC FUND I LP | Private Equity Fund | Delaware | 55 | $11.4M | $250K |
| BERGAMOT EMBASSY STUDIOS SPV LP | Private Equity Fund | Delaware | 37 | $5.0M | $250K |
| ZENBANX-BERGAMOT PRIVATE AVIATION FUND 1 LP | Private Equity Fund | Delaware | 12 | $1.8M | $250K |
| BERGAMOT FRONT ROW FUND I LP | Private Equity Fund | Delaware | 10 | $825K | $100K |
| CRIMSON HAWK FUND I LP | Private Equity Fund | Delaware | 7 | $550K | $100K |
| BERGAMOT SQUAD UP LLC | Private Equity Fund | Delaware | 7 | $526K | $50K |
| BERGAMOT AXISPOINT LLC | Private Equity Fund | Delaware | 2 | $125K | $50K |