Mary Modesta Bersot

Employer firm

Bailard, Inc. CRD 110550

$7.56B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → 04/2025
  Bersot Capital Management. Llc
  Tiburon, CA
• 04/2025 → Present
  Bailard, Inc.
  Foster City, CA

Previous Registrations

• 2006-03-21 → 2025-05-13
  Bersot Capital Management, Llc
  Larkspur, CA
  Mill Valley, CA
  San Francisco, CA
  Sausalito, CA
  Tiburon, CA

Designations

• Chartered Financial Analyst

Other Names

• Mary M. Bersot
• Mary Modesta Sommer
• Mary Modesta Hyde
• Mary Modesta Libby