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BERNZOTT CAPITAL ADVISORS

Doing business as BERNZOTT CAPITAL ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$265,385,563
Discretionary
$260,181,433
Non-discretionary
$5,204,130

Firm details

CRD number
104583
SEC file number
801-56940
Main office
CAMARILLO, CA, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM

As of November 2026.