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BERNZOTT CAPITAL ADVISORS
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BERNZOTT CAPITAL ADVISORS
(CRD# 104583)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Camarillo, CA.
The SEC approved the firm to operate as an RIA in
Oct 1999.
In
Mar 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$854.4 Million,
and has discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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BERNZOTT CAPITAL ADVISORS
also reported in
Mar 2018:
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10
employees,
with
4
performing advisory functions.
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A total of 2 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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BERNZOTT CAPITAL ADVISORS has no disclosure events reported to the SEC at this time.
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BERNZOTT CAPITAL ADVISORS has Notice Filings with the following State Securities Authorities:
CA-Oct 1997, MA-Jun 2015, SC-Sep 2016, TX-Feb 2005, VA-May 2017
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responsibility for errors or omissions. Please
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