Bersot Capital Management, LLC
CRD 139090SEC# 801-114942Tiburon, CA
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.
Bersot Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mary Modesta Bersot Control | Ceo/Cio/Cco | Over 75% | 2005 |
| Thomas Poindexter Bersot | Member | 10-25% | 2012 |
Frequently asked questions
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.
Contact & registration
| Address | 1831 Tiburon Blvd., Tiburon, CA 94920 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$186.2MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$186.2Mregulatory AUM
Discretionary $180.4MNon-discretionary $5.9M