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| Bourne Lent Asset Management Inc
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|---|---|
| CRD # | 111114 |
| SEC # | 801-57773 |
| CIK # | 0001128286 |
| AUM | 343.9 M (2026-01-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 845-855-1590 |
| Address | 12 E Main Street Pawling, NY 12564 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 32.5 | ||
| Alphabet Inc | 29.4 | ||
| Alphabet Inc | 28.0 | ||
| Microsoft Corp | 26.6 | ||
| Idexx Laboratories Inc /DE | 17.5 | ||
| Quanta Services Inc | 15.3 | ||
| Adobe Systems Inc | 14.4 | ||
| Intuitive Surgical Inc | 12.3 | ||
| Cisco Systems Inc | 8.4 | ||
| Bristol Myers Squibb Co | 7.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 8.0 |
| (b) Individuals (high net worth individuals) | 52 | 265.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 63.5 |
| (i) State or municipal government entities | 0 | 6.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 167 | 343.9 |
| By Discretionary | ||
| Discretionary | 166 | 341.6 |
| Non-Discretionary | 1 | 2.3 |
| Total | 167 | 343.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.9 | |
| Total | 167 | 343.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001128286] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Crescent Advisor Group Inc
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Walser Wealth Management Company A Limited Liability Company
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Pachira Investments Inc
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|
M Group Investment Advisor LLC
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|
Victrix Investment Advisors LLC
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|
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|
Vertrix Wealth Management LLC
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