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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERSOT, MARY, MODESTA | I | CEO/CIO/CCO | E | Control |
| BERSOT, MARY, MODESTA | I | CEO/CIO/CCO | E | Control |
| BERSOT, MARY, MODESTA | I | CEO/CIO/CCO | E | Control |
| BERSOT, MARY, MODESTA | I | CEO/CIO/CCO | E | Control |
| BERSOT, MARY, MODESTA | I | CEO/CIO/CCO | E | Control |
| BERSOT, MARY, MODESTA | I | CEO/CIO/CCO | E | Control |
| BERSOT, MARY, MODESTA | I | CEO/CIO/CCO | E | Control |
| BERSOT, MARY, MODESTA | I | CEO/CIO/CCO | E | Control |
| BERSOT, MARY, MODESTA | I | CEO/CIO/CCO | E | Control |
| BERSOT, MARY, MODESTA | I | CEO/CIO/CCO | E | Control |
| BERSOT, THOMAS, POINDEXTER | I | MEMBER | B | |
| BERSOT, THOMAS, POINDEXTER | I | MEMBER | B | |
| BERSOT, THOMAS, POINDEXTER | I | MEMBER | B | |
| BERSOT, THOMAS, POINDEXTER | I | MEMBER | B | |
| BERSOT, THOMAS, POINDEXTER | I | MEMBER | B | |
| BERSOT, THOMAS, POINDEXTER | I | MEMBER | B | |
| BERSOT, THOMAS, POINDEXTER | I | MEMBER | B | |
| BERSOT, THOMAS, POINDEXTER | I | MEMBER | B | |
| BERSOT, THOMAS, POINDEXTER | I | MEMBER | B | |
| BERSOT, THOMAS, POINDEXTER | I | MEMBER | B |
Registrations
Federal
IA
Feb 19, 2025 REGISTERED
Notice Filings (3)
CA NH TX
Address
1831 TIBURON BLVD.TIBURON, CA 94920
United States
Phone: (415) 797-6925