BERNZOTT CAPITAL ADVISORS
Legal name: BERNZOTT CAPITAL ADVISORS
CRD #104583 SEC #801-56940 CAMARILLO, CA 800-856-2646
SEC Registered
Total AUM
$285.2M
Discretionary
$279.2M
Employees
4
Clients
--
Accounts
377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $285.2M | $279.2M | $6M | 4 | 0 |
| Mar 2025 | $285.2M | $279.2M | $6M | 4 | 0 |
| Apr 2024 | $311.1M | $311.1M | $0 | 4 | 0 |
| Mar 2024 | $311.1M | $311.1M | $0 | 4 | 0 |
| Jan 2024 | $682M | $682M | $0 | 5 | 0 |
| Oct 2023 | $682M | $682M | $0 | 7 | 0 |
| Aug 2023 | $682M | $682M | $0 | 8 | 0 |
| Aug 2023 | $682M | $682M | $0 | 8 | 0 |
| Mar 2023 | $682M | $682M | $0 | 8 | 0 |
| Nov 2022 | $1.2B | $1.2B | $0 | 11 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 11 | 0 |
| Mar 2021 | $1.2B | $1.2B | $0 | 11 | 0 |
| Nov 2020 | $1B | $1B | $0 | 10 | 0 |
| Jun 2020 | $1B | $1B | $0 | 10 | 0 |
| Mar 2020 | $1B | $1B | $0 | 10 | 0 |
| Mar 2019 | $793.8M | $793.8M | $0 | 9 | 0 |
| Mar 2018 | $854.4M | $854.4M | $0 | 10 | 0 |
| May 2017 | $655.3M | $655.3M | $0 | 11 | 200 |
| May 2017 | $655.3M | $655.3M | $0 | 11 | 200 |
| Mar 2017 | $655.3M | $655.3M | $0 | 11 | 200 |
| Mar 2017 | $655.3M | $655.3M | $0 | 11 | 200 |
| Oct 2016 | $605.9M | $605.9M | $0 | 11 | 200 |
| Sep 2016 | $585.5M | $585.5M | $0 | 11 | 200 |
| Jul 2016 | $585.5M | $585.5M | $0 | 11 | 200 |
| May 2016 | $577.2M | $577.2M | $0 | 11 | 200 |
| Jan 2016 | $577.2M | $577.2M | $0 | 10 | 200 |
| Jun 2015 | $544.7M | $544.7M | $0 | 11 | 200 |
| Jan 2015 | $528.7M | $528.7M | $0 | 11 | 200 |
| Jul 2014 | $505.5M | $505.5M | $0 | 9 | 200 |
| Jun 2014 | $525.9M | $525.9M | $0 | 9 | 200 |
| Mar 2014 | $503.5M | $503.5M | $0 | 10 | 200 |
| Nov 2013 | $500.9M | $500.9M | $0 | 9 | 300 |
| Aug 2013 | $440.5M | $440.5M | $0 | 9 | 300 |
| Apr 2013 | $431.7M | $431.7M | $0 | 8 | 300 |
| Apr 2013 | $431.7M | $431.7M | $0 | 8 | 300 |
| Apr 2013 | $448.9M | $448.9M | $0 | 8 | 300 |
| Jul 2012 | $374.4M | $374.4M | $0 | 6 | 300 |
| Mar 2012 | $345.7M | $345.7M | $0 | 6 | 300 |
| Nov 2011 | $393.9M | $393.9M | $0 | 6 | 251 |
| Mar 2011 | $470.9M | $470.9M | $0 | 10 | -- |
| Feb 2011 | $470.9M | $470.9M | $0 | 10 | -- |
| Feb 2011 | $470.9M | $470.9M | $0 | 10 | -- |
| Feb 2009 | $405.1M | $405.1M | $0 | 10 | -- |
| Jan 2008 | $800.4M | $800.4M | $0 | 10 | -- |
| Nov 2007 | $800.4M | $800.4M | $0 | 10 | -- |
| Feb 2007 | $800.4M | $800.4M | $0 | 10 | -- |
| Nov 2006 | $583.5M | $583.5M | $0 | 10 | -- |
| Mar 2006 | $583.5M | $583.5M | $0 | 10 | -- |
| Nov 2005 | $414.1M | $414.1M | $0 | 10 | -- |
| Oct 2005 | $414.1M | $414.1M | $0 | 10 | -- |
| Sep 2005 | $414.1M | $414.1M | $0 | 10 | -- |
| Feb 2005 | $313.4M | $313.4M | $0 | 10 | -- |
| Aug 2004 | $225.4M | $225.4M | $0 | 10 | -- |
| Aug 2004 | $225.4M | $225.4M | $0 | 10 | -- |
| Jun 2004 | $204.5M | $204.5M | $0 | 10 | -- |
DateApr 2025
Total AUM$285.2M
Discretionary$279.2M
Non-Disc.$6M
Employees4
Clients0
DateMar 2025
Total AUM$285.2M
Discretionary$279.2M
Non-Disc.$6M
Employees4
Clients0
DateApr 2024
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$682M
Discretionary$682M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$682M
Discretionary$682M
Non-Disc.$0
Employees7
Clients0
DateAug 2023
Total AUM$682M
Discretionary$682M
Non-Disc.$0
Employees8
Clients0
DateAug 2023
Total AUM$682M
Discretionary$682M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$682M
Discretionary$682M
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients0
DateNov 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$793.8M
Discretionary$793.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$854.4M
Discretionary$854.4M
Non-Disc.$0
Employees10
Clients0
DateMay 2017
Total AUM$655.3M
Discretionary$655.3M
Non-Disc.$0
Employees11
Clients200
DateMay 2017
Total AUM$655.3M
Discretionary$655.3M
Non-Disc.$0
Employees11
Clients200
DateMar 2017
Total AUM$655.3M
Discretionary$655.3M
Non-Disc.$0
Employees11
Clients200
DateMar 2017
Total AUM$655.3M
Discretionary$655.3M
Non-Disc.$0
Employees11
Clients200
DateOct 2016
Total AUM$605.9M
Discretionary$605.9M
Non-Disc.$0
Employees11
Clients200
DateSep 2016
Total AUM$585.5M
Discretionary$585.5M
Non-Disc.$0
Employees11
Clients200
DateJul 2016
Total AUM$585.5M
Discretionary$585.5M
Non-Disc.$0
Employees11
Clients200
DateMay 2016
Total AUM$577.2M
Discretionary$577.2M
Non-Disc.$0
Employees11
Clients200
DateJan 2016
Total AUM$577.2M
Discretionary$577.2M
Non-Disc.$0
Employees10
Clients200
DateJun 2015
Total AUM$544.7M
Discretionary$544.7M
Non-Disc.$0
Employees11
Clients200
DateJan 2015
Total AUM$528.7M
Discretionary$528.7M
Non-Disc.$0
Employees11
Clients200
DateJul 2014
Total AUM$505.5M
Discretionary$505.5M
Non-Disc.$0
Employees9
Clients200
DateJun 2014
Total AUM$525.9M
Discretionary$525.9M
Non-Disc.$0
Employees9
Clients200
DateMar 2014
Total AUM$503.5M
Discretionary$503.5M
Non-Disc.$0
Employees10
Clients200
DateNov 2013
Total AUM$500.9M
Discretionary$500.9M
Non-Disc.$0
Employees9
Clients300
DateAug 2013
Total AUM$440.5M
Discretionary$440.5M
Non-Disc.$0
Employees9
Clients300
DateApr 2013
Total AUM$431.7M
Discretionary$431.7M
Non-Disc.$0
Employees8
Clients300
DateApr 2013
Total AUM$431.7M
Discretionary$431.7M
Non-Disc.$0
Employees8
Clients300
DateApr 2013
Total AUM$448.9M
Discretionary$448.9M
Non-Disc.$0
Employees8
Clients300
DateJul 2012
Total AUM$374.4M
Discretionary$374.4M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$345.7M
Discretionary$345.7M
Non-Disc.$0
Employees6
Clients300
DateNov 2011
Total AUM$393.9M
Discretionary$393.9M
Non-Disc.$0
Employees6
Clients251
DateMar 2011
Total AUM$470.9M
Discretionary$470.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$470.9M
Discretionary$470.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$470.9M
Discretionary$470.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$405.1M
Discretionary$405.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$800.4M
Discretionary$800.4M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$800.4M
Discretionary$800.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$800.4M
Discretionary$800.4M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$583.5M
Discretionary$583.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$583.5M
Discretionary$583.5M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$414.1M
Discretionary$414.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$414.1M
Discretionary$414.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$414.1M
Discretionary$414.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$313.4M
Discretionary$313.4M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$225.4M
Discretionary$225.4M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$225.4M
Discretionary$225.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$204.5M
Discretionary$204.5M
Non-Disc.$0
Employees10
Clients--