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

1831 Tiburon Blvd., Tiburon, CA 94920

http://www.bersotcm.com

By the Numbers

Total Assets Under Management

161

MILLION
Total Number of Accounts

46

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Mary M. Bersot

CRD#: 4648363

1831 Tiburon Blvd., Tiburon, CA 94920

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.

Nicholas J. Risser

CRD#: 5709618

1831 Tiburon Blvd., Tiburon, CA 94920

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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