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BERNZOTT CAPITAL ADVISORS

dba BERNZOTT CAPITAL ADVISORS · CRD 104583 · Registered Investment Adviser

BERNZOTT CAPITAL ADVISORS is a Registered Investment Adviser headquartered in CAMARILLO, CA. The firm reports $265,385,563 in regulatory assets under management across 406 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$260,181,433
Non-discretionary$5,204,130
Total RAUM$265,385,563
Accounts406

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 104583. adviserinfo.sec.gov/firm/summary/104583.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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