# Bourne Lent Asset Managament, Inc.

> 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.

- CRD: 111114
- Filed as: BOURNE LENT ASSET MANAGAMENT, INC.
- Legal name: Bourne Lent Asset Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pawling, NY
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111114
- AdvisorCensus page: https://advisorcensus.com/firm/bourne-lent-asset-managament-inc-pawling-ny-111114

## Quick answers

**How is Bourne Lent Asset Managament, Inc. compensated?**
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.

**Where is Bourne Lent Asset Managament, Inc. located?**
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).

**Is Bourne Lent Asset Managament, Inc. registered with the SEC or a state?**
Bourne Lent Asset Managament, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111114.

**How much does Bourne Lent Asset Managament, Inc. manage?**
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).

**How have Bourne Lent Asset Managament, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Bourne Lent Asset Managament, Inc. serve?**
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).

**Which custodians does Bourne Lent Asset Managament, Inc. use?**
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.

**Does Bourne Lent Asset Managament, Inc. report any disciplinary disclosures?**
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

**Does Bourne Lent Asset Managament, Inc. state an account minimum?**
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."

**What changed in Bourne Lent Asset Managament, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 28, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $343,920,884
- Discretionary: $341,633,900
- Non-discretionary: $2,286,984

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $8,005,603 |
| High net worth individuals | 52 | $265,930,129 |
| Charitable organizations | 5 | $63,500,355 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $6,484,797 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2000 (26 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, ME, NE, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Upper Montclair, NJ

### Websites listed on Form ADV (Item 1.I)
- bournelent.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $340,935,990 | 4 | March 8, 2021 |
| October 2022 | $389,943,402 | 4 | February 16, 2022 |
| October 2023 | $256,372,656 | 4 | March 6, 2023 |
| October 2024 | $285,467,751 | 5 | April 29, 2024 |
| October 2025 | $303,200,264 | 4 | February 5, 2025 |
| October 2026 | $343,920,884 | 4 | January 28, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- 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.

### January 2026
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bourne Lent Asset Managament, Inc. (CRD 111114): Form ADV filing data as of October 2026.