# BERSOT CAPITAL MANAGEMENT, LLC

BERSOT CAPITAL MANAGEMENT, LLC of TIBURON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 139090
- Type: SEC-registered investment adviser
- SEC file number: 801-114942
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Mary Modesta Bersot | CEO/CIO/CCO | — |
| Thomas Poindexter Bersot | MEMBER | — |
| BERSOT MARY MODESTA | CEO/CIO/CCO | — |
| BERSOT THOMAS POINDEXTER | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139090/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139090/similar
- Related entities: https://search.stillhousedata.com/firm/139090/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139090

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.