Investment adviser · CRD 315162

BERGEN PARK CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

BIGFORK, MT, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $99.3M
Client accounts: 12
Employees: 5
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	1	$55,921,607	56.3%
High-net-worth individuals	11	$43,344,296	43.7%

Filing source

Form ADV 2046107 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BERGEN PARK GLOBAL OPPORTUNITY FUND, LPHedge Fund · Last reported Mar 31, 2026$55.9MGross asset value

Form D fundraising filings

Bergen Park Global Opportunity Fund, LP

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY MAY DENVER, Colorado, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RICHEY MAY
PCAOB 673

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-1090381290
Reported beneficial owners: 25
Minimum commitment: $500K
Form D file number: 021-522872

Form ADV 2046107 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

470 ELECTRIC AVENUE, SUITE 2E
BIGFORK, MT, 59911, United States

CRD 315162

Filing source

Form ADV 2046107 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.