CIO, Portfolio Manager · Bergamot Asset Management LP
Christopher N. Liong
CRD 6761051 · Named on Form ADV at one SEC-registered adviser
At a glance
Bergamot Asset Management LP, an SEC-registered wealth manager based in Princeton, NJ with $106 million in regulatory assets, lists Christopher N. Liong on its Form ADV as CIO, Portfolio Manager, a control person.
Firms and roles
- Bergamot Asset Management LPCIO, Portfolio ManagerWealth manager · Princeton, NJ · $106M in regulatory assets
AtlasMembers
Christopher’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Cassandra E. LallyChief Compliance Officer, Bergamot Asset Management LP
- Vijay AluwaliaWealth Advisor, Partner, Bergamot Asset Management LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.