BERTOLET CAPITAL LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 125121
- Registered since
- February 3, 2003
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Bertolet Capital LLC is an SEC-registered limited liability company that provides portfolio management services primarily for investment companies. The firm has been registered with the SEC since 2003 and is owned by an individual. Its client base is institutional, and it charges fees as a percentage of assets under management. The adviser is not positioned as a multi-state or pension consultant, does not identify as an active ESG investor, and does not act as a capital allocator or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JOHN DEYSHER
PresidentCRD 1104078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 745 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TAG ASSOCIATES FLORIDA LLC
RIANew York, NY
GEMCORP CAPITAL ADVISORS LLC
RIANew York, NY
BERENBERG ASSET MANAGEMENT LLC
RIANew York, NY
ALLEGORY ADVISORY
RIANew York, NY
EMPOWER PRIVATE WEALTH
RIANew York, NY
PALLADIUM HERITAGE MANAGEMENT, LLC
RIANew York, NY