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 has been operating since 2003. The firm is structured as an institutional registered investment adviser serving an institutional client base and is owned by an individual. Its advisory activity is focused on portfolio management for investment companies, and it charges fees as a percentage of assets under management. The firm does not identify itself as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activities.
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 1
John 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
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