Wealth Advisor, Partner · Bergamot Asset Management LP
Vijay Aluwalia
CRD 6652359 · 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 Vijay Aluwalia on its Form ADV as Wealth Advisor, Partner.
Firms and roles
- Bergamot Asset Management LPWealth Advisor, PartnerWealth manager · Princeton, NJ · $106M in regulatory assets
AtlasMembers
Vijay’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
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Christopher N. LiongCIO, Portfolio Manager, Bergamot Asset Management LP
- Cassandra E. LallyChief Compliance Officer, 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 Vijay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.