BOURNE LENT ASSET MANAGAMENT, INC.
BOURNE LENT ASSET MANAGEMENT, INC. Legal Name
Adviser information for BOURNE LENT ASSET MANAGAMENT, INC. last updated from Form ADV on February 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | New Jersey, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 181 | $283.5M |
Non-Discretionary | 1 | $2.0M |
Total | 182 | $285.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 29 | $12.0M |
HNW Individuals | 48 | $213.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 5 | $45.2M |
State or municipal gov entities | <5 | $5.1M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $10.2M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
3 MEMORIAL AVENUEPAWLING
NY
United States
Monday - Friday, 8:30AM-4:00PM
Tel: 845-855-1590, Fax: 845-855-1542
Websites
Chief Compliance Officer
JOHN J. LENT
PORTFOLIO MANAGER, SECRETARY
101 PARK STREET
MONTCLAIR
NJ
United States
Tel:
201-663-5226
Fax:
201-447-9125
J***@*************M
(Full email address available in API data)
Regulatory Contact
DONALD BOURNE, JR
PRESIDENT
3 MEMORIAL AVENUE
PAWLING
NY
United States
Tel:
845-855-1590
Fax:
845-855-1542
D**@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LENT, JOHN, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER, SECRETARY, PORTFOLIO MANAGER | 07/2014 | 5-10% |
BOURNE, DONALD, WINTHROP | Individual | – | PRESIDENT, CHAIRMAN, TREASURER | 07/2014 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 267K | 3K | – |
ADOBE INC | COM | 34M | 61K | – |
ALPHABET INC | CAP STK CL C | 23M | 126K | – |
ALPHABET INC | CAP STK CL A | 21M | 113K | – |
AMAZON COM INC | COM | 5M | 26K | – |
AMGEN INC | COM | 3M | 10K | – |
APPLE INC | COM | 29M | 136K | – |
AT&T INC | COM | 724K | 38K | – |
AUTOMATIC DATA PROCESSING IN | COM | 203K | 850 | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 2M | 4 | – |
BOEING CO | COM | 246K | 1K | – |
BOOKING HOLDINGS INC | COM | 2M | 452 | – |
BOSTON SCIENTIFIC CORP | COM | 1M | 18K | – |
BRISTOL-MYERS SQUIBB CO | COM | 7M | 159K | – |
CATERPILLAR INC | COM | 206K | 618 | – |
CENTERPOINT ENERGY INC | COM | 519K | 17K | – |
CISCO SYS INC | COM | 6M | 117K | – |
ELI LILLY & CO | COM | 4M | 4K | – |
EMCOR GROUP INC | COM | 269K | 736 | – |
ENBRIDGE INC | COM | 2M | 55K | – |
EOG RES INC | COM | 409K | 3K | – |
EXXON MOBIL CORP | COM | 406K | 4K | – |
GILEAD SCIENCES INC | COM | 246K | 4K | – |
HOME DEPOT INC | COM | 461K | 1K | – |
IDEXX LABS INC | COM | 19M | 39K | – |
INTEL CORP | COM | 327K | 11K | – |
INTUIT | COM | 529K | 805 | – |
INTUITIVE SURGICAL INC | COM NEW | 12M | 28K | – |
JOHNSON & JOHNSON | COM | 2M | 14K | – |
JPMORGAN CHASE & CO. | COM | 303K | 2K | – |
L3HARRIS TECHNOLOGIES INC | COM | 2M | 7K | – |
LITTELFUSE INC | COM | 307K | 1K | – |
LOWES COS INC | COM | 772K | 4K | – |
MASTERCARD INCORPORATED | CL A | 2M | 5K | – |
MERCK & CO INC | COM | 677K | 5K | – |
MICROCHIP TECHNOLOGY INC. | COM | 706K | 8K | – |
MICROSOFT CORP | COM | 35M | 79K | – |
NUTRIEN LTD | COM | 2M | 36K | – |
NVIDIA CORPORATION | COM | 2M | 16K | – |
PACIFIC BIOSCIENCES CALIF IN | COM | 1M | 951K | – |
PALANTIR TECHNOLOGIES INC | CL A | 256K | 10K | – |
PAYCHEX INC | COM | 7M | 59K | – |
PEPSICO INC | COM | 598K | 4K | – |
PFIZER INC | COM | 585K | 21K | – |
PRICE T ROWE GROUP INC | COM | 1M | 9K | – |
PROCTER AND GAMBLE CO | COM | 312K | 2K | – |
PUBLIC SVC ENTERPRISE GRP IN | COM | 886K | 12K | – |
QUALCOMM INC | COM | 7M | 35K | – |
QUANTA SVCS INC | COM | 10M | 38K | – |
RIO TINTO PLC | SPONSORED ADR | 224K | 3K | – |
SCHLUMBERGER LTD | COM STK | 257K | 5K | – |
SOUTHERN CO | COM | 305K | 4K | – |
SPDR GOLD TR | GOLD SHS | 511K | 2K | – |
STRYKER CORPORATION | COM | 369K | 1K | – |
SYMBOTIC INC | CLASS A COM | 2M | 62K | – |
TESLA INC | COM | 1M | 7K | – |
TOMPKINS FINL CORP | COM | 261K | 5K | – |
UNITED PARCEL SERVICE INC | CL B | 3M | 23K | – |
VERIZON COMMUNICATIONS INC | COM | 253K | 6K | – |
VISA INC | COM CL A | 2M | 7K | – |
WAYFAIR INC | CL A | 381K | 7K | – |