BERSOT CAPITAL MANAGEMENT, LLC

BERSOT CAPITAL MANAGEMENT, LLC of TIBURON, CA is an SEC-registered investment adviser (CRD 139090). Regulatory assets under management: $186.2M.

Registration

• CRD: 139090
• SEC file number: 801-114942
• Type: Registered investment adviser
• Location: 1831 TIBURON BLVD., TIBURON, CA, 94920
• Phone: (415) 797-6925
• Latest filing: 2025-02-19
• Regulatory AUM: $186.2M
• Discretionary AUM: $180.4M
• Non-discretionary AUM: $5.9M
• Clients: 3
• Accounts: 47

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139090 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search