# BERGAMOT ASSET MANAGEMENT LP

BERGAMOT ASSET MANAGEMENT LP of PRINCETON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 309424
- Type: SEC-registered investment adviser
- SEC file number: 801-136089
- Location: 300 CARNEGIE CENTER, SUITE 140, PRINCETON, NJ, 08540
- Phone: 609-917-7900
- Latest filing: 2026-05-01
- Regulatory AUM: $106.5M
- Discretionary AUM: $57.6M
- Non-discretionary AUM: $48.9M
- Clients: 8
- Accounts: 258

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (9)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309424/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309424/similar
- Related entities: https://search.stillhousedata.com/firm/309424/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309424

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.