Bernzott Capital Advisors

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Assets, Funds, Holdings

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CAFR Data
Bernzott Capital Advisors
CRD #104583
SEC #801-56940
CIK #
AUM $793.8 MM (100% Disc, 100% US)
Employees9 (44% Investors, 0% Brokers)
Phone805-389-9445
Address888 W Ventura Blvd, Suite B
Camarillo, CA 93010-8383
Source [IAPD] [Website]
Total AUM ($MM)
85568451334217101998200520122020
Sector Holding Cap ($MM) Value ($MM)
SSTK1,630.032.0
LOGM4,130.028.1
GNTX5,360.026.1
CTLT6,090.024.9
GNRC3,280.024.8
MIK1,990.024.1
OI3,040.023.7
QUOT961.323.3
KN1,470.022.6
CSOD3,310.019.9
View All
Holdings by Sector ($)
0.50.40.30.20.10.02014201620182020
Comparable Firms State AUM ($BB)
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MA 0.8
PFG Advisors LLC
AZ 0.8
Dean Investment Associates LLC
OH 0.8
International Assets Investment Management LLC
FL 0.8
Aviance Capital Management LLC
FL 0.8
Axiom Investment Management LLC
NY 0.8
Ross Sinclaire & Associates LLC
OH 0.8
Grassi Investment Management LLC
CA 0.8
First Citizens Investor Services Inc
NC 0.8
Checchi Capital Advisers LLC
CA 0.8
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