Bersot Capital Management, Llc
Tiburon, California
1.0
2 Reviews
Bersot Capital Management, LLC, based out of Tiburon, CA, is a small investment advisory firm dedicated to providing personalized financial solutions to its clients. With three employees, including Mary Bersot and Nicholas Risser, who are both experienced and registered advisors, the firm offers expert guidance and strategic investment advice. With an impressive average of approximately $43,220,000 in assets under management per investment advisor, Bersot Capital Management ensures that its clients' portfolios receive individualized attention. They primarily cater to high net worth individuals, managing over $151,745,000 in asset...
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Assets Under Mgmt

$151.74M

Investment Professionals

2

Locations

0

% 401K & Individual

1%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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