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BERTOLET CAPITAL LLC

CRD 125121 · SEC 801-61782

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

745 FIFTH AVE.-500, NEW YORK, NY, 10151, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$35.8M

Discretionary AUM

$35.8M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-07

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (investment companies)

Client types

TypeClientsAUM
Investment companies1$35.8M

States served

NY

Official SEC filing: View on IAPD