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Bernzott Capital Advisors
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CRD # | 104583 |
SEC # | 801-56940 |
CIK # | 0001260468 |
AUM | $682.0 MM (2023-03-28) |
Employees | 8 (62% Investors, 12% Brokers) |
Phone | 800-856-2646 |
Address | 55 Seaport Blvd Boston, MA 02210 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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CIK | Period |
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0001260468 | |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 113 | 145.2 |
(b) Individuals (high net worth individuals) | 51 | 122.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 83.6 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 2 | 73.9 |
(h) Charitable organizations | 1 | 0.4 |
(i) State or municipal government entities | 3 | 124.7 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 7 | 131.6 |
(n) Other | 0 | 0.0 |
Total | 436 | 682.0 |
By Discretionary | ||
Discretionary | 436 | 682.0 |
Non-Discretionary | 0 | 0.0 |
Total | 436 | 682.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 682.0 | |
Total | 436 | 682.0 |
Limited Partners | 2011 - 2024 |
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Maryland State Retirement and Pension System | |
Teachers' Retirement System of the City of New York |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001260468] | |
SC 13G | [0001260468] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Bernzott Capital Advisors | Landauer Inc | [2016-07-11] |
Bernzott Capital Advisors | Manning & Napier Inc | [2016-02-12] |
Bernzott Capital Advisors | Landauer Inc | [2016-02-09] |
Bernzott Capital Advisors | Manning & Napier Advisors LLC | [2016-02-09] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Alley Investment Management Company LLC
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|
IL | 0.7 |
Moody Aldrich Partners LLC
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|
MA | 0.7 |
Sky Investment Group LLC
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|
CT | 0.7 |
Margolis Brady Raghavan Financial Inc
✚
|
TX | 0.7 |
Kelly Financial Group LLC
✚
|
MD | 0.7 |
Summit Asset Management LLC
✚
|
TN | 0.7 |
Financial Partners Group Inc
✚
|
KS | 0.7 |
Milestone Investment Advisors LLC
✚
|
WI | 0.7 |
Summit X
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|
MO | 0.7 |
All Star Financial LLC
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|
MN | 0.7 |