RIA Intel›Advisers›New York›BOURNE LENT ASSET MANAGEMENT, INC.

BOURNE LENT ASSET MANAGEMENT, INC.

Advisory

N·PAWLING, NY

Data as of Jan 28, 2026 · Source: SEC Form ADV

Total AUM

$344M

1-Year AUM Growth

+6.2%

3-Year CAGR

-6.3%

Employees

3

Assets Under Management

Total AUM$344M

Discretionary AUM$342M

Non-Discretionary AUM$2M

Discretionary %99.3%

Total Clients83

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record36

First FilingMar 28, 2001

Latest FilingJan 28, 2026

🔒 Full AUM trend chart and 36 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BOURNE LENT ASSET MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.