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Building 2BERSOT CAPITAL MANAGEMENT, LLC

Map pinTIBURON, CA
Phone(415) 797-6925
NotebookSEC #801-114942
Total AUM
$186.2M
Employees
3
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1831 TIBURON BLVD.
TIBURON
CA 94920
United States
Operating Hours
7:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(415) 797-6925

ReceiptFinancials

Total AUM
$186.2M
Accounts
47
Discretionary
$180.4M
Accounts
46
Non-Discretionary
$5.9M
Accounts
1

ContactClients

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Individual Clients
5
AUM
$589.8K
HNW Individual Clients
42
AUM
$185.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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