Bersot Capital Management, LLC
Bersot Capital Management, LLC (CRD# 139090) is a financial advisory firm headquartered in Tiburon, CA. They manage $160,754,343 in 46 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Bersot Capital Management, LLC
By the Numbers
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Total Assets Under Management161MILLION
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Total Number of Accounts46ACCOUNTS
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Average Account Value$3,494,660
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NH, TX
Financial Advisors at Bersot Capital Management, LLC
1
Mary Bersot (CRD# 4648363) is an Investment Advisor Representative working at Bersot Capital Management, LLC in Tiburon, CA and has 1 year of experience in the finance industry.
2
Nicholas Risser (CRD# 5709618) is an Investment Advisor Representative working at Bersot Capital Management, LLC in Tiburon, CA and has over 7 years of experience in the finance industry.
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