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Bergamot Asset Management LP

Private Equity

Princeton, NJ

At Bergmot Asset Management, prioritize financial well-being with holistic approach. Discover investment opportunities, tax planning, estate planning, insurance coverage review & more. Start journey towards envisioned life today.

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Search this name across graphsid dfx:pe:084f9833-48f6-451c-9ea0-6fb9387e9ecb

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

BERGAMOT ASSET MANAGEMENT LP

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 1
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Stated sectors: financial_services
Latest ADV filing: Oct 26, 2020
Employees (ADV): 6
Website: bergamotam.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Bergamot Music Fund I LP	n/a	Unknown	Private Equity Fund	n/a	$0	0

Relationships

Employs (4)

→ Christopher Neal LiongPersonCio, Portfolio Manager
Aug 1, 2019 to presentfactForm ADV
→ Cassandra Enriquez-Ballo LallyPersonChief Compliance Officer
Aug 1, 2019 to presentfactForm ADV
→ Frank BabarPersonShareholder
Sep 1, 2003 to presentfactForm ADV
→ Lisa BabarPersonShareholder
Sep 1, 2003 to presentfactForm ADV

Manages (1)

→ Bergamot Music Fund I LPFundPrivate Equity Fund
May 29, 2020 to presentfactForm ADV

Owns (3)

← Anomaly Creative Capital LLCFirmLimited Partner
May 1, 2020 to presentfactForm ADV
← Bergamot Asset Management, LLCFirmGeneral Partner
May 1, 2020 to presentfactForm ADV
← Phase One Network, Inc.FirmMember
Mar 1, 2020 to presentfactForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 29, 2020
Adviser first adv filing
Bergamot Asset Management LP first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
May 1, 2026
Bergamot Asset Management LP: Private Equity Funds on Form ADV 1 (2024 extract) -> 7 (roster 2026-09-01)
Occurred
May 29, 2020
Bergamot Music Fund I LP first reported on Form ADV by Bergamot Asset Management LP (Private Equity Fund)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Christopher Neal Liong (Cio, Portfolio Manager), Cassandra Enriquez-Ballo Lally (Chief Compliance Officer), Frank Babar (Shareholder), Lisa Babar (Shareholder).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:084f9833-48f6-451c-9ea0-6fb9387e9ecb
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 41 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Bergamot Asset Management LP

Private Equity

Princeton, NJ

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:084f9833-48f6-451c-9ea0-6fb9387e9ecb

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Bergamot Music Fund I LP

n/a

Unknown

Private Equity Fund

n/a