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Mary Modesta Bersot

BERSOT CAPITAL MANAGEMENT, LLC·TIBURON, California
Clean record20 years registeredBERSOT CAPITAL MANAGEMENT, LLC
1831 TIBURON BLVD., TIBURON, CA 94920CRD# 4648363Firm CRD# 139090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary Modesta Bersot · TIBURON, CA
Registration
CRD #4648363 · BERSOT CAPITAL MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

BAILARD, INC.
Apr 2025 – present
BERSOT CAPITAL MANAGEMENT, LLC
Mar 2006 – May 2025
Tiburon, CA
02

Registrations & Exams

Registration record
First registered · March 21, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BERSOT CAPITAL MANAGEMENT, LLC
CRD 139090 · SEC 801-114942
AUM
$161M
Regulatory assets under management
Employees
3
46 client accounts
Services offered by BERSOT CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BERSOT CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Mary Modesta Bersot offer?
Mary Modesta Bersot specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TIBURON, California for a consultation.
What are Mary Modesta Bersot's credentials?
Mary Modesta Bersot is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Modesta Bersot located?
Mary Modesta Bersot is based in TIBURON, California, working with BERSOT CAPITAL MANAGEMENT, LLC. Their office serves clients in the TIBURON metropolitan area and surrounding communities.
How does Mary Modesta Bersot charge for services?
Mary Modesta Bersot's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERSOT CAPITAL MANAGEMENT, LLC?
BERSOT CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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