← Tributary

BERSOT CAPITAL MANAGEMENT, LLC

TIBURON, CA · CRD 139090 · IAPD ↗ · bersotcm.com · (415) 797-6925

$186.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2025 — BERSOT CAPITAL MANAGEMENT, LLC (TIBURON, CA) left the SEC roster (was $186.2M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.