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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BOURNE LENT ASSET MANAGAMENT, INC.

BOURNE LENT ASSET MANAGEMENT, INC., CRD 111114

PAWLING, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c71eb00-a0c1-edb5-ba47-9eb4fd962579

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Jan 28, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.0 institutional_share=0.2 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $344MItem 5.F on the latest filing (2026-01-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $342M
Private client RAUM: $274MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $115Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 167
Individual clients: 26
High net worth clients: 52
SEC number: 801-57773
CRD: 111114
Filings on the tape: 24
First filed: Mar 30, 2012
Latest filed: Jan 28, 2026
Organised: Corporation, NJ
Website: bournelent.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DONALD WINTHROP BOURNE	n/a	PAWLING, NY	5	35	n/a	no
JOHN JOSEPH LENT	Chartered Financial Analyst	Montclaire, NJ	4	34	n/a	no
KEVIN ARTHUR STICKLE	n/a	PAWLING, NY \| SAN DIEGO, CA	2	15	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOURNE, DONALD, WINTHROP	PRESIDENT, CHAIRMAN, TREASURER	E	yes	07/2014	Mar 30, 2012	Oct 9, 2024
LENT, JOHN, JOSEPH	CHIEF COMPLIANCE OFFICER, SECRETARY, PORTFOLIO MANAGER	A	no	07/2014	Mar 27, 2015	Oct 9, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 28, 2026	$344M	$342M	4	3	4	n/a	n/a
2024	Feb 5, 2025	$303M	$301M	4	3	4	n/a	n/a
2023	Feb 7, 2024	$285M	$283M	5	2	1	n/a	n/a
2022	Mar 6, 2023	$256M	$254M	4	2	1	n/a	n/a
2021	Feb 16, 2022	$390M	$389M	4	2	1	n/a	n/a
2020	Mar 8, 2021	$341M	$341M	4	2	1	n/a	n/a
2019	Mar 3, 2020	$257M	$255M	2	2	1	n/a	n/a
2018	Mar 19, 2019	$196M	$195M	2	2	1	n/a	n/a
2017	Mar 19, 2018	$211M	$210M	2	2	1	n/a	n/a
2016	Mar 3, 2017	$195M	$193M	2	2	n/a	n/a	n/a
2015	Feb 17, 2016	$185M	$184M	2	2	n/a	n/a	n/a
2014	Mar 27, 2015	$186M	$185M	2	2	n/a	n/a	n/a
2013	Apr 22, 2014	$181M	$180M	3	3	n/a	n/a	n/a
2012	Apr 1, 2013	$155M	$154M	4	4	n/a	n/a	n/a
2011	Mar 30, 2012	$145M	$144M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$344M	$303M	13.4%	$256M	10.3%	4	4	4	4

Relationships

Registered with (3)

← KEVIN ARTHUR STICKLEAdvisorregistration: current employment
May 16, 2024 to presentfactForm ADV
← JOHN JOSEPH LENTAdvisorregistration: current employment
Nov 1, 2021 to presentfactForm ADV
← DONALD WINTHROP BOURNEAdvisorregistration: current employment
May 21, 2021 to presentfactForm ADV

Owns (1)

← LENT, JOHN, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, SECRETARY, PORTFOLIO MANAGER, ownership code A, individual
Mar 27, 2015 to Oct 9, 2024factForm ADV

Controls (1)

← BOURNE, DONALD, WINTHROPOwnerPRESIDENT, CHAIRMAN, TREASURER, ownership code E, individual
Mar 30, 2012 to Oct 9, 2024factForm ADV

Dated events

Occurred
Mar 6, 2023
Regulatory AUM changed
Bourne Lent Asset Managament, Inc. reported RAUM $256.4M, down 34% from $389.9M (2022-02-16 to 2023-03-06)
Form ADVobserved 5 days ago
$-134M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c71eb00-a0c1-edb5-ba47-9eb4fd962579
First observed: Mar 30, 2012
Last observed: Jan 28, 2026 7 months ago
Source families: Federal regulator filings
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.

BOURNE LENT ASSET MANAGAMENT, INC.

BOURNE LENT ASSET MANAGEMENT, INC., CRD 111114

PAWLING, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c71eb00-a0c1-edb5-ba47-9eb4fd962579

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DONALD WINTHROP BOURNE

n/a

PAWLING, NY

n/a

JOHN JOSEPH LENT

Chartered Financial Analyst

Montclaire, NJ

n/a

KEVIN ARTHUR STICKLE

n/a

PAWLING, NY | SAN DIEGO, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOURNE, DONALD, WINTHROP

PRESIDENT, CHAIRMAN, TREASURER

yes

07/2014

Mar 30, 2012

Oct 9, 2024

LENT, JOHN, JOSEPH

CHIEF COMPLIANCE OFFICER, SECRETARY, PORTFOLIO MANAGER

07/2014

Mar 27, 2015

Oct 9, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 28, 2026

$344M

$342M

n/a

2024

Feb 5, 2025

$303M

$301M

n/a

2023

Feb 7, 2024

$285M

$283M

n/a

2022

Mar 6, 2023

$256M

$254M

n/a

2021

Feb 16, 2022

$390M

$389M

n/a

2020

Mar 8, 2021

$341M

n/a

2019

Mar 3, 2020

$257M

$255M

n/a

2018

Mar 19, 2019

$196M

$195M

n/a

2017

Mar 19, 2018

$211M

$210M

n/a

2016

Mar 3, 2017

$195M

$193M

n/a

2015

Feb 17, 2016

$185M

$184M

n/a

2014

Mar 27, 2015

$186M

$185M

n/a

2013

Apr 22, 2014

$181M

$180M

n/a

2012

Apr 1, 2013

$155M

$154M

n/a

2011

Mar 30, 2012

$145M

$144M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$344M

$303M

13.4%

$256M

10.3%