BERSOT CAPITAL MANAGEMENT, LLC

1831 Tiburon Blvd.
Tiburon, California 94920
Tel: (415) 797-6925

About BERSOT CAPITAL MANAGEMENT, LLC

BERSOT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as BERSOT CAPITAL MANAGEMENT, LLC. The firm was established in 04/04/2019. They have over 1 offices throughout the country.

BERSOT CAPITAL MANAGEMENT, LLC is a Tiburon, California based Financial Planning firm with nearly $186,219,755 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139090
SEC#	801-114942
Assets Managed by Firm	$186,219,755
No. of Clients	47
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	47	$186,219,755
Individuals (other than high net worth individuals)	5	$589,774
High net worth individuals	42	$185,629,981

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