Bertolet Capital LLC
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Overview
Bertolet Capital LLC operates as a financial advisory firm located in New York, New York. The firm administers $29.3 million in total assets throughout one customer account. Bertolet Capital LLC has a small group, including 1 financial advisor. Bertolet Capital LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as stocks, bonds and options.
Bertolet Capital LLC administers all of its client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell judgments for the client's account without requiring client permission. The investment advisory firm's typical account size is $29.3 million. The typical advisor at Bertolet Capital LLC administers around one client account, placing it among the most personalized financial advisor firms in the country.
Bertolet Capital LLC's headquarters is at 745 Fifth Ave., New York, New York 10151. Bertolet Capital LLC is legally registered to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bertolet Capital LLC by the Numbers
$29.3 million
1
1
$29.3 million
Fee Structure
Financial management fees depend on the type of services offered. Fees billed by the company typically consist of the following fee structure: asset-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with investment companies. Bertolet Capital LLC's biggest client by number of accounts is investment companies. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bertolet Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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