Bergen Park Capital Management, Llc
- Regulatory AUM
- $99.3M
- Discretionary
- $99.3M
- Clients
- 12
- Avg AUM / client
- $8.3M
- Accounts
- 12
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 11 | $43.3M | 43.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $55.9M | 56.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $10.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bergen Park Global Opportunity Fund, Lp | Hedge Fund | Delaware | $10.7M | 20 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lancelotta, Kelsey, Holliday | Managing Member | May 2007 (19y) | ≈ 2.5% – 12.5% via Access Family Partners, Llc | |
| Sperandeo Lancelotta, Dominic, Anthony | Managing Member | May 2007 (19y) | ≈ 5% – 18.75% via Access Family Partners, Llc | |
| Edgerton Scott | Managing Principal / Cco | CFA | Oct 2021 (5y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Access Family Partners, Llc | Managing Member | Sep 2021 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lancelotta, Kelsey, Holliday: 25% – 50% of Access Family Partners, Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Sperandeo Lancelotta, Dominic, Anthony: 50% – 75% of Access Family Partners, Llc × 10% – 25% direct ≈ 5% – 18.75% 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, $10.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bergen Park Global Opportunity Fund, Lp | Hedge Fund | $10.7M | $250K | 20 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.23 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 individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Jonestrading Institutional Services Llc $94.7M (74% of AUM) Mar 2025
- Interactive Brokers $43.3M (44% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗