BERTOLET CAPITAL LLC
  • BERTOLET CAPITAL LLC

Adviser Profile

As of Date 01/07/2026
Registration SEC, Approved, 02/03/2003
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 35,800,000 1%
of that, discretionary 35,800,000 1%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 35,800,000 1%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

68M 58M 49M 39M 29M 19M 10M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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