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Bernzott Capital Advisors
BERNZOTT CAPITAL ADVISORS is an SEC-registered investment adviser in CAMARILLO, CA, since 1999. The firm manages $265 million in assets, $260 million on a...
Bernzott Capital Advisors
BERNZOTT CAPITAL ADVISORS is an SEC-registered investment adviser in CAMARILLO, CA, since 1999. The firm manages $265 million in assets, $260 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
1994
Location
Region
North America
Country
United States
City
Camarillo
Corporate office
Camarillo, CA, United States
Principals
Thomas J. Bernzott
Founder, Portfolio Manager
Sector focus
Frequently asked questions
Who makes investment decisions at Bernzott Capital Advisors?
Thomas J. Bernzott, the firm's founder, serves as lead portfolio manager and has maintained direct responsibility for security selection since the firm's inception in 1994. The small team structure means no investment committee process dilutes his discretion. Institutional documents filed with the SEC confirm a flat organizational chart with Bernzott as the controlling decision-maker.
Does Bernzott manage a fund or only separately managed accounts?
The firm offers its strategy through a commingled limited partnership vehicle alongside separately managed accounts for qualified institutional and high-net-worth clients. The commingled structure pools assets to execute the same concentrated 25–35 name equity strategy across all vehicles, eliminating the trade-dispersion issues that can arise in a pure SMA-only architecture.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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