Institutional
    SEC Registered

    Bergen Park Capital Management, LLC

    Registered investment advisor · Bigfork, Montana · CRD #315162

    Assets Under Management
    $99M
    Client Accounts
    12
    Employees
    5
    CRD Number
    315162
    Registration
    SEC Registered
    Custodian
    Jonestrading Institutional Services Llc, Interactive Brokers Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bergen Park Capital Management, LLC

    Bergen Park Capital Management, LLC is a SEC-registered investment advisory firm headquartered in Bigfork, Montana, managing approximately $99M in regulatory assets across 12 client accounts. The firm's full regulatory record is filed with the SEC under CRD #315162.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Bergen Park Capital Management, LLC's AUM?

    Bergen Park Capital Management, LLC reports approximately $99M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bergen Park Capital Management, LLC headquartered?

    Bergen Park Capital Management, LLC is headquartered in Bigfork, Montana.

    What is Bergen Park Capital Management, LLC's CRD number?

    Bergen Park Capital Management, LLC's CRD number is 315162. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bergen Park Capital Management, LLC manage?

    Bergen Park Capital Management, LLC manages approximately 12 client accounts according to its latest SEC filing.

    Is Bergen Park Capital Management, LLC SEC registered?

    Yes, Bergen Park Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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