BERTOLET CAPITAL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $35.8M |
| Discretionary | $35.8M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $35.8M |
| Employees | 1 |
| Peak AUM | $83.0MFeb 2014 |
AUM by Client Type
Total AUM
$36M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $36M | 1.6% | +6.9% | +4.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $35.8M |
| Discretionary | $35.8M |
| Employees | 1 |
| Client Accounts | 1 |
Contact & Location
Address
745 FIFTH AVE.-500
NEW YORK NY 10151
Phone
212-725-0805
Filing History
28 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$36M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported