# Bernzott Capital Advisors

Bernzott Capital Advisors is an Asset Manager based in Camarillo, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Camarillo, United States
- **Region:** North America
- **Address:** Camarillo, CA, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** bernzott.com

## Regulatory record

- **CRD number:** 104583
- **SEC file number:** 801-56940
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-20T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104583

## About

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.

## Sectors

- Industrial Tech
- Energy Transition & Renewables
- Enterprise Software

## People

- Thomas J. Bernzott — Founder, Portfolio Manager

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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