Bengal Asset Management, Llc
- Regulatory AUM
- $198M
- Discretionary
- $198M
- Clients
- 4
- Avg AUM / client
- $49.4M
- Accounts
- 4
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $198M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $203M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bengal 2 Fund master | Hedge Fund | Cayman Islands | $203M | 76 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Santos, Robert, Baron | Manager | Apr 2013 (13y) | ≈ 18.75% – 50% via Bengal Holdings Llc | |
| Bibro, Brendan, L. | Member Of The Direct Owner | Jun 2022 (4y) | ≈ 37.5% – 75% via Bengal Holdings Llc | |
| Leong, Harrison, Kwokwing | Chief Compliance Officer | May 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bengal Holdings Llc | Owner | Jun 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Santos, Robert, Baron: 25% – 50% of Bengal Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Bibro, Brendan, L.: 50% – 75% of Bengal Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $203M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bengal 2 Fund | Hedge Fund | $203M | $100K | 76 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.45 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗