Bersot Capital Management, LLC

Bersot Capital Management, LLC (CRD# 139090) is a financial advisory firm headquartered in Sausalito, CA. They manage $123,665,079 in 124 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $997,299
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bersot Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mary M. Bersot
CRD#: 4648363
One Harbor Drive, Suite 300, Sausalito, CA 94965
90
Wealthminder
score

Mary Bersot (CRD# 4648363) is an Investment Advisor Representative working at Bersot Capital Management, LLC in Sausalito, CA and has 1 year of experience in the finance industry.

2
Nicholas J. Risser
CRD#: 5709618
One Harbor Drive, Suite 300, Sausalito, CA 94965
88
Wealthminder
score

Nicholas Risser (CRD# 5709618) is an Investment Advisor Representative working at Bersot Capital Management, LLC in Sausalito, CA and has 1 year of experience in the finance industry.

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