BERSOT CAPITAL MANAGEMENT, LLC
CRD #139090 SEC #801-114942 TIBURON, CA (415) 797-6925
SEC Registered
Total AUM
$186.2M
Discretionary
$180.4M
Employees
3
Clients
--
Accounts
47
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $186.2M | $180.4M | $5.9M | 3 | 0 |
| Feb 2024 | $160.8M | $160.1M | $674.7K | 3 | 0 |
| Feb 2023 | $151.7M | $151.7M | $0 | 3 | 0 |
| Mar 2022 | $173.2M | $173.2M | $0 | 3 | 0 |
| Oct 2021 | $152M | $152M | $0 | 3 | 0 |
| Mar 2021 | $152M | $152M | $0 | 3 | 0 |
| Mar 2021 | $152M | $152M | $0 | 3 | 0 |
| Jun 2020 | $145.3M | $145.3M | $0 | 3 | 0 |
| Mar 2020 | $145.3M | $145.3M | $0 | 3 | 0 |
| Mar 2019 | $121.8M | $121.8M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$186.2M
Discretionary$180.4M
Non-Disc.$5.9M
Employees3
Clients0
DateFeb 2024
Total AUM$160.8M
Discretionary$160.1M
Non-Disc.$674.7K
Employees3
Clients0
DateFeb 2023
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees2
Clients0