{
  "crd_number": 111114,
  "slug": "bourne-lent-asset-managament-inc-pawling-ny-111114",
  "primary_business_name": "BOURNE LENT ASSET MANAGAMENT, INC.",
  "legal_name": "BOURNE LENT ASSET MANAGEMENT, INC.",
  "dbas": [],
  "city": "Pawling",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "28880",
  "metro": {
    "cbsa_code": "28880",
    "common_name": "Kiryas Joel",
    "msa_name": "Kiryas Joel-Poughkeepsie-Newburgh, NY",
    "path": "/advisors/ny/kiryas-joel"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-07-01",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-01-28",
  "carried_forward": false,
  "raum_total": 343920884.0,
  "raum_discretionary": 341633900.0,
  "raum_non_discretionary": 2286984.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 63500355.0,
      "count": 5
    },
    "individuals": {
      "raum": 8005603.0,
      "count": 26
    },
    "state_municipal": {
      "raum": 6484797.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 265930129.0,
      "count": 52
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "ME",
    "NE",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://bournelent.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111114",
  "city_as_filed": "PAWLING",
  "url": "https://advisorcensus.com/firm/bourne-lent-asset-managament-inc-pawling-ny-111114",
  "display_name": "Bourne Lent Asset Managament, Inc.",
  "summary": "Bourne Lent Asset Managament, Inc. is an SEC-registered investment advisory firm in Pawling, NY, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.",
  "citation": "AdvisorCensus. Bourne Lent Asset Managament, Inc. (CRD 111114): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Bourne Lent Asset Managament, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bourne Lent Asset Managament, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Bourne Lent Asset Managament, Inc. located?",
      "a": "Bourne Lent Asset Managament, Inc.'s principal office is in Pawling, NY, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bourne Lent Asset Managament, Inc. registered with the SEC or a state?",
      "a": "Bourne Lent Asset Managament, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111114."
    },
    {
      "q": "How much does Bourne Lent Asset Managament, Inc. manage?",
      "a": "Bourne Lent Asset Managament, Inc. reports $343,920,884 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (99% discretionary)."
    },
    {
      "q": "How have Bourne Lent Asset Managament, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bourne Lent Asset Managament, Inc.: Regulatory assets under management: $340,935,990 in the October 2021 data and $343,920,884 in the October 2026 data, up 1%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bourne Lent Asset Managament, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (52); individuals (other than high net worth individuals) (26); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Bourne Lent Asset Managament, Inc. use?",
      "a": "Bourne Lent Asset Managament, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bourne Lent Asset Managament, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111114"
    },
    {
      "q": "Does Bourne Lent Asset Managament, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 28, 2026 says: \"Bourne Lent generally requires a minimum relationship size of $500,000 to effectively implement its investment process, which may be waived at the Advisor’s sole discretion.\""
    },
    {
      "q": "What changed in Bourne Lent Asset Managament, Inc.'s recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $303,200,264 to $343,920,884 (+13%). Added an office in Upper Montclair, NJ. No longer lists an office in Montclair, NJ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 340935990.0,
      "total_employees": 4,
      "filing_date": "2021-03-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 389943402.0,
      "total_employees": 4,
      "filing_date": "2022-02-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 256372656.0,
      "total_employees": 4,
      "filing_date": "2023-03-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 285467751.0,
      "total_employees": 5,
      "filing_date": "2024-04-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 303200264.0,
      "total_employees": 4,
      "filing_date": "2025-02-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 343920884.0,
      "total_employees": 4,
      "filing_date": "2026-01-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $303,200,264 to $343,920,884 (+13%).",
        "Added an office in Upper Montclair, NJ.",
        "No longer lists an office in Montclair, NJ."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 28, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Bourne Lent generally requires a minimum relationship size of $500,000 to effectively implement its investment process, which may be waived at the Advisor’s sole discretion."
        ]
      }
    ],
    "quotes": [
      "Bourne Lent generally requires a minimum relationship size of $500,000 to effectively implement its investment process, which may be waived at the Advisor’s sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bourne-lent-asset-managament-inc-pawling-ny-111114.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 26,
      "fewer_than_5": false,
      "raum": 8005603.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 52,
      "fewer_than_5": false,
      "raum": 265930129.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 63500355.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 6484797.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111114",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}