Insights

Specialized Investment Focus Bergamot Asset Management serves a niche market by focusing on institutional clients such as pension funds, endowments, and foundations, providing tailored investment solutions. This targeted approach presents opportunities to offer advanced analytics, portfolio management tools, or institutional-grade financial technology to enhance their investment process.

Sustainability and Fiduciary Role As a fiduciary committed to placing clients' interests first, Bergamot could be receptive to solutions that strengthen compliance, reporting, and transparency capabilities. Firms emphasizing responsible investing and ESG factors might find added value in technologies that support sustainable investment practices.

Growth Potential With revenues estimated between 10 to 25 million dollars and a relatively small team of up to 50 employees, Bergamot Asset Management is positioned for scalable growth. This suggests opportunities to introduce scalable financial technology solutions or investment management platforms that facilitate expansion and operational efficiency.

Technological Ecosystem Utilizing a diverse tech stack including Zoho, Amazon services, and web development tools indicates an openness to adopting new digital solutions. This presents opportunities to offer integrated client engagement platforms, CRM enhancements, or automation tools tailored for asset management firms.

Competitive Landscape Operating within a competitive environment alongside firms like Two Sigma and Citadel, Bergamot may be interested in innovative risk management, data analytics, and AI-driven investment insights to maintain a competitive edge and optimize portfolio performance.

Similar companies to Bergamot Asset Management LP

Bergamot Asset Management LP Tech Stack

Bergamot Asset Management LP uses 8 technology products and services including Zoho PageSense, Duda, Open Graph, and more. Explore Bergamot Asset Management LP's tech stack below.

Zoho PageSense
A/B Testing
Duda
Content Management System
Open Graph
Content Management System
Zoho
Customer Relationship Management
JSON-LD
Javascript Frameworks
MobX
Javascript Libraries
Amazon ALB
Load Balancers
Animate.css
UI Frameworks

Media & News

Bergamot Asset Management LP's Email Address Formats

Bergamot Asset Management LP uses at least 1 format(s):

Bergamot Asset Management LP Email Formats	Example	Percentage
FirstLast@bergamotam.com	JohnDoe@bergamotam.com	45%
FirstLas@bergamotam.com	JohnDoe@bergamotam.com	5%
FirLast@bergamotam.com	JohDoe@bergamotam.com	5%
FirstLast@bergamotam.com	JohnDoe@bergamotam.com	45%

Frequently Asked Questions

Where is Bergamot Asset Management LP's headquarters located?

Bergamot Asset Management LP's main headquarters is located at 300 Carnegie Center Suite 140 Princeton, New Jersey 08540 United States. The company has employees across 1 continents, including North America.

What is Bergamot Asset Management LP's official website and social media links?

Bergamot Asset Management LP's official website is bergamotam.com and has social profiles on LinkedIn.

What is Bergamot Asset Management LP's NAICS code?

Bergamot Asset Management LP's NAICS code is 52 - Finance and Insurance.

How many employees does Bergamot Asset Management LP have currently?

As of March 2026, Bergamot Asset Management LP has approximately 11 employees across 1 continents, including North America. Key team members include Chief Investment Officer: C. L.Chief Compliance Officer: C. B. L.Partner And Wealth Advisor: V. A.. Explore Bergamot Asset Management LP's employee directory with LeadIQ.

What industry does Bergamot Asset Management LP belong to?

Bergamot Asset Management LP operates in the Financial Services industry.

What technology does Bergamot Asset Management LP use?

Bergamot Asset Management LP's tech stack includes Zoho PageSenseDudaOpen GraphZohoJSON-LDMobXAmazon ALBAnimate.css.

What is Bergamot Asset Management LP's email format?

Bergamot Asset Management LP's email format typically follows the pattern of FirstLast@bergamotam.com. Find more Bergamot Asset Management LP email formats with LeadIQ.

When was Bergamot Asset Management LP founded?

Bergamot Asset Management LP was founded in 2019.

Bergamot Asset Management LP

Q: How many employees does Bergamot Asset Management LP have currently?

Bergamot Asset Management LP has approximately 11 employees.

Q: What technology does Bergamot Asset Management LP use?

Bergamot Asset Management LP's tech stack includes WordPress, jQuery Migrate, YouTube, Zoho PageSense, jQuery.

Financial ServicesNew Jersey, United States11-50 Employees

Bergamot Asset Management is a minority-owned asset management firm offering a wide range of investment management solutions to investors.

At Bergamot Asset Management, we are a Fiduciary which means we place our clients' interests above all others. We work with individuals using an integrated approach to address your needs across all financial aspects of your life. 

With over 20 years of investment experience successfully managing an array of institutional investment portfolios for pension funds, endowments and foundations, our team is always searching for and identifying unique investment opportunities for accredited investors, banks, financial institutions, insurance companies, pension funds, endowments and foundations.

Company Overview

Headquarters: 300 Carnegie Center Suite 140 Princeton, New Jersey 08540 United States
Website: bergamotam.com
NAICS Code: 52 - Finance and Insurance
Founded: 2019
Employees: 11-50