Investment adviser · CRD 111114
BOURNE LENT ASSET MANAGAMENT, INC.
Investment adviser filing (IA)
BOURNE LENT ASSET MANAGEMENT, INC.
PAWLING, NY, United States · Form ADV filed Jan 28, 2026
- Regulatory AUM
- $344M Form ADV · Item 5.F
- Client accounts
- 167 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $265,930,129 | 77.3% |
| Charities | 5 | $63,500,355 | 18.5% |
| Individuals | 26 | $8,005,603 | 2.3% |
| Government entities | Fewer than 5 | $6,484,797 | 1.9% |
Filing source
Form ADV 2046494 · Jan 28, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 28, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
12 E. MAIN STREETPAWLING, NY, 12564, United States
CRD 111114
Filing source
Form ADV 2046494 · Jan 28, 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.