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Andy Wing Keung Wong

Bergamot Asset Management LP

Princeton, NJ

CRD 6761057

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Employer firm

Bergamot Asset Management LP CRD 309424

$106M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Bergamot Asset Management Lp

300 Carnegie Center Suite 140, Princeton, NJ 08540 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-27
NJ RA APPROVED 2020-12-22
  • PA RA
    APPROVED
    Since 2024-08-27
  • NJ RA
    APPROVED
    Since 2020-12-22

Branch Locations

300 Carnegie Center Suite 140, Princeton, NJ 08540 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suffolk Capital Management Llc New York NY 03/2000 02/2019
Bergamot Asset Management Lp Princeton NJ 07/2019 Present
Unemployed Flushing NY 02/2019 06/2019
  • 03/2000 → 02/2019
    Suffolk Capital Management Llc
    New York, NY
  • 07/2019 → Present
    Princeton, NJ
  • 02/2019 → 06/2019
    Unemployed
    Flushing, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-11
  • S65 Uniform Investment Adviser Law Examination
    2019-10-11
Other Names
  • Andy Wong

View on SEC IAPD

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