# Bersot Capital Management

Bersot Capital Management is a Bank / Wealth / Trust based in Tiburon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tiburon, United States
- **Region:** North America
- **Address:** Tiburon, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** bersotcm.com
- **LinkedIn:** https://www.linkedin.com/company/bersot-capital-management

## Regulatory record

- **Reports private funds:** No

## About

Bersot Capital Management was founded in 2006. It functions as a US wealth manager and registered investment advisor. The firm delivers investment management, tax planning, and portfolio management. These services target individuals, high-net-worth individuals, and trusts. No specific asset-class allocations or named holdings appear in available records. No additional offices or team-size figures are recorded. No operational events from the last 24 months are documented. The firm maintains a standard RIA structure with no disclosed hybrid vehicles or succession details.

## Questions

### Who runs investment decisions at Bersot Capital Management?

No named principals or CIO appear in public records.

### Does Bersot Capital Management participate in fund commitments or only direct deals?

Available information does not specify fund commitments versus direct investments.

## Related profiles

- [Berrio Capital](https://altss.com/profile/berrio-capital)
- [Bert Bell/Pete Rozelle NFL Player Retirement Plan](https://altss.com/profile/bert-bell-pete-rozelle-nfl-player-retirement-plan)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bersot-capital-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology