Bourne Lent Asset Management, Inc.
● SEC registered since 2000CRD 111114SEC# 801-57773Pawling, NY
Reg. AUM
$343.9M
Employees
4
Accounts
167
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 $343.9 million in regulatory assets under management and employs 4 people.
Bourne Lent Asset Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Winthrop Bourne Control | President, Chairman, Treasurer | Over 75% | 2014 |
| John Joseph Lent | Chief Compliance Officer, Secretary, Portfolio Manager | 5-10% | 2014 |
Frequently asked questions
How much does Bourne Lent Asset Management, Inc. manage?
Bourne Lent Asset Management, Inc. reports $343.9 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
| Address | 12 E. Main Street, Pawling, NY 12564 |
| Phone | 845-855-1590 |
| Fax | 845-855-1542 |
| Office hours | 8:30a.m.-4:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$343.9M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$343.9Mregulatory AUM
Discretionary $341.6MNon-discretionary $2.3M