No longer SEC-registered. Bersot Capital Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$186.2M
Employees
3
Accounts
47
Location
Tiburon, CA
Bersot Capital Management, LLC assets under management
Bersot Capital Management, LLC operates as an SEC-registered investment adviser based in Tiburon, CA. It reports $186.2 million in regulatory assets under management and employs 3 people.
How much does Bersot Capital Management, LLC manage?
Bersot Capital Management, LLC reports $186.2 million in regulatory assets under management on its Form ADV.
How many employees does Bersot Capital Management, LLC have?
Bersot Capital Management, LLC reports 3 employees.
Where is Bersot Capital Management, LLC located?
Bersot Capital Management, LLC is based in Tiburon, CA.
Does Bersot Capital Management, LLC disclose fund performance?
Bersot Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.