BERSOT CAPITAL MANAGEMENT, LLC
  • BERSOT CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date 05/15/2025
Registration status Terminated
ADV Location TIBURON, CA, United States
Contact Info (41 xxxxxxx
Websites
AUM* 186,219,755 16%
of that, discretionary 180,360,235 13%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 3,962,122 13%
% High Net Worth 89.36% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

180M 155M 129M 103M 77M 52M 26M
2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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