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BOURNE LENT ASSET MANAGAMENT, INC.
Legal name: BOURNE LENT ASSET MANAGEMENT, INC.
CRD 111114File 801-57773
APPROVED
Retail clients
Filing as of Jan 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$343.9M
Below cohort median (national)
Discretionary AUM
$341.6M
Non-discretionary $2.3M
Clients
83
167 accounts
Employees
4
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 1, 2000
- Principal office
- 12 E. MAIN STREET, PAWLING, NY, 12564
- Phone
- 845-855-1590
- Website
- HTTP://WWW.BOURNELENT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $343.9M
- Discretionary AUM
- $341.6M
- Non-discretionary AUM
- $2.3M
- Discretionary accounts
- 166
- Non-discretionary accounts
- 1
- Total accounts
- 167
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $63.5M |
| High net worth individuals | 52 | $265.9M |
| State or municipal government entities | Fewer than 5 | $6.5M |
| Individuals (other than high net worth individuals) | 26 | $8.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.