Bergen Park Capital Management, LLC

Bergen Park Capital Management provides discretionary investment advisory services to pooled investment vehicles and managed accounts for accredited and qualified investors, generally high‑net‑worth individuals and charitable organizations. The firm acts as adviser and, through an affiliate, as general partner to at least one private fund and reports managing roughly $99 million in discretionary assets.

BPCM pursues a global equity‑based strategy that seeks companies it believes are mispriced and manages portfolios according to the investment mandates set forth in clients’ offering documents rather than tailoring pooled vehicle strategies to individual investors. The firm charges asset‑based management fees and, for pooled funds, performance allocations (generally up to 20% subject to a loss carryforward) and may employ leverage‑related activities such as margin and short sales, with related costs noted as client expenses.

Distinctive features include its role as a private fund adviser and fund general partner, the use of performance‑based compensation and the possibility of side letters that may alter fees or allocations for certain investors, and an affiliate relationship with another investment adviser, Access Alternatives, LLC. The firm typically maintains custody of fund assets (relying on audited financial statement exceptions), may execute cross‑trades and aggregated block orders across clients, and provides quarterly performance reporting and audited statements to fund investors.