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Bourne Lent Asset Management, Inc.

● SEC registered since 2000CRD 111114SEC# 801-57773Pawling, NY
Export (members)
Reg. AUM
$303.2M
Employees
4
Accounts
173
Location
Pawling, NY

Bourne Lent Asset Management, Inc. assets under management

Bourne Lent Asset Management, Inc. operates as an SEC-registered investment adviser based in Pawling, NY. The firm has been registered since 2000. It reports $303.2 million in regulatory assets under management and employs 4 people.

Bourne Lent Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Donald Winthrop Bourne ControlPresident, Chairman, TreasurerOver 75%2014
John Joseph LentChief Compliance Officer, Secretary, Portfolio Manager5-10%2014

Frequently asked questions

How much does Bourne Lent Asset Management, Inc. manage?

Bourne Lent Asset Management, Inc. reports $303.2 million in regulatory assets under management on its Form ADV.

How many employees does Bourne Lent Asset Management, Inc. have?

Bourne Lent Asset Management, Inc. reports 4 employees.

Where is Bourne Lent Asset Management, Inc. located?

Bourne Lent Asset Management, Inc. is based in Pawling, NY and has been SEC-registered since 2000.

Does Bourne Lent Asset Management, Inc. disclose fund performance?

Bourne Lent Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12 E. Main Street, Pawling, NY 12564
Phone845-855-1590
Fax845-855-1542
Office hours8:30a.m.-4:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$301.2M
Non-discretionary$2M
Total (RAUM)$303.2M