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| Happy Holidays!! thanks for using AUM13F!! |
| Bersot Capital Management LLC
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| CRD # | 139090 |
| SEC # | 801-114942 |
| CIK # | |
| AUM | $186.2 M (2025-02-19) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 415-797-6925 |
| Address | 1831 Tiburon Blvd Tiburon, CA 94920 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.6 |
| (b) Individuals (high net worth individuals) | 42 | 185.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 47 | 186.2 |
| By Discretionary | ||
| Discretionary | 46 | 180.4 |
| Non-Discretionary | 1 | 5.9 |
| Total | 47 | 186.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.2 | |
| Total | 47 | 186.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brightpath Wealth Planning LLC
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|
CA | 0.2 |
|
XO Capital LLC
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|
0.2 | |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 0.2 |
|
Pursuit Wealth Managment LLC
✚
|
FL | 0.2 |
|
January Capital Advisors LLC
✚
|
CA | 0.2 |
|
Bankplus Wealth Management LLC
✚
|
MS | 0.2 |
|
DMC Group LLC
✚
|
AL | 0.2 |
|
Centricity Wealth Management LLC
✚
|
OH | 0.2 |
|
Brentview Investment Management LLC
✚
|
IL | 0.2 |
|
Runde & Co LLC
✚
|
WA | 0.2 |