Bertolet Capital LLC

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Assets, Funds, Holdings

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Bertolet Capital LLC
CRD #125121
SEC #801-61782
CIK #
AUM $36.4 M (2025-01-14)
Employees 1 (100% Investors, 0% Brokers)
Phone212-725-0805
Address745 Fifth Ave500
New York, NY 10151
Source [IAPD]
Total AUM ($M)
907254361802001200920172026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 36.4
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 36.4
By Discretionary
Discretionary 1 36.4
Non-Discretionary 0 0.0
Total 1 36.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 36.4
Total 1 36.4
Comparable Firms State AUM ($B)
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KY 0.0
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0.0
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NY 0.0
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CO 0.0
Ritter Alpha LP
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Gurufocus Investments LLC
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Neiman Funds Management LLC
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Kelly Strategic Management LLC
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Model Six Operations Inc
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SPP Credit Advisors LLC
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