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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| DEMARTINO, PETER, DOMINIC | I | DIRECTOR | NA | |
| DEMARTINO, PETER, DOMINIC | I | DIRECTOR | NA | |
| DEMARTINO, PETER, DOMINIC | I | DIRECTOR | NA | |
| DEMARTINO, PETER, DOMINIC | I | DIRECTOR | NA | |
| DERSE, THOMAS, ANTHONY | I | DIRECTOR | NA | |
| DERSE, THOMAS, ANTHONY | I | DIRECTOR | NA | |
| DERSE, THOMAS, ANTHONY | I | DIRECTOR | NA | |
| DERSE, THOMAS, ANTHONY | I | DIRECTOR | NA | |
| DERSE, THOMAS, ANTHONY | I | DIRECTOR | NA | Control |
| DERSE, THOMAS, ANTHONY | I | DIRECTOR | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | CHIEF FINANCIAL OFFICER | NA | |
| DERSE, THOMAS, ANTHONY | I | DIRECTOR | NA | |
| DERSE, THOMAS, ANTHONY | I | DIRECTOR | NA | Control |
| DERSE, THOMAS, ANTHONY | I | DIRECTOR | NA | Control |
| DERSE, THOMAS, ANTHONY | I | DIRECTOR | NA | |
| DERSE, THOMAS, ANTHONY | I | DIRECTOR | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | CHIEF FINANCIAL OFFICER | NA | |
| DERSE, THOMAS, ANTHONY | I | CHIEF FINANCIAL OFFICER | NA | |
| DERSE, THOMAS, ANTHONY | I | CHIEF FINANCIAL OFFICER | NA | |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | PRESIDENT & CHIEF FINANCIAL OFFICER | NA | Control |
| DERSE, THOMAS, ANTHONY | I | PRESIDENT | NA | Control |
| DERSE, THOMAS, ANTHONY | I | PRESIDENT | NA | Control |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | Control |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | Control |
| EUCKER, DALE, ANNE | I | VICE PRESIDENT & OPERATIONS MANAGER | NA | Control |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | Control |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | Control |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | Control |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | |
| EUCKER, DALE, ANNE | I | DIRECTOR | NA | |
| GATES, JEFFREY, ROBERT | I | CCO | NA | Control |
| GATES, JEFFREY, ROBERT | I | CCO | NA | Control |
| GREELY, SEAN, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| Karansky, Jeffrey | I | DIRECTOR, OFFICER | NA | |
| Karansky, Jeffrey | I | DIRECTOR, OFFICER | NA | |
| LARSON, SCOTT, THOMAS | I | DIRECTOR | NA | Control |
| LARSON, SCOTT, THOMAS | I | DIRECTOR | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT | NA | Control |
| LARSON, SCOTT, THOMAS | I | DIRECTOR | NA | Control |
| LARSON, SCOTT, THOMAS | I | DIRECTOR | NA | Control |
| LARSON, SCOTT, THOMAS | I | DIRECTOR | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LARSON, SCOTT, THOMAS | I | VICE PRESIDENT & CIO | NA | Control |
| LORETTO, KATHLEEN, ANDREA | I | DIRECTOR | NA | |
| LORETTO, KATHLEEN, ANDREA | I | DIRECTOR | NA | |
| LORETTO, KATHLEEN, ANDREA | I | DIRECTOR | NA | |
| LORETTO, KATHLEEN, ANDREA | I | DIRECTOR | NA | |
| OLSEN, PRISCILLA, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| OLSEN, PRISCILLA, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| OLSEN, PRISCILLA, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| OLSEN, PRISCILLA, ANN | I | DIRECTOR | NA | |
| OLSEN, PRISCILLA, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| OLSEN, PRISCILLA, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| OLSEN, PRISCILLA, ANN | I | DIRECTOR | NA | |
| OLSEN, PRISCILLA, ANN | I | DIRECTOR | NA | |
| OLSEN, PRISCILLA, ANN | I | DIRECTOR | NA | |
| RHODS, MADELINE, EUGENIA | I | DIRECTOR | NA | Control |
| RHODS, MADELINE, EUGENIA | I | DIRECTOR | NA | Control |
| RHODS, MADELINE, EUGENIA | I | DIRECTOR | NA | Control |
| RHODS, MADELINE, EUGENIA | I | DIRECTOR | NA | Control |
| RHODS, MADELINE, EUGENIA | I | DIRECTOR | NA | Control |
| RUTHERFORD, DENELLE | I | DIRECTOR | NA | |
| RUTHERFORD, DENELLE | I | DIRECTOR | NA | |
| RUTHERFORD, DENELLE | I | DIRECTOR | NA | |
| RUTHERFORD, DENELLE | I | DIRECTOR | NA | Control |
| RUTHERFORD, DENELLE | I | DIRECTOR | NA | Control |
| RUTHERFORD, DENELLE, ELIZABETH | I | DIRECTOR | NA | Control |
| RUTHERFORD, DENELLE, ELIZABETH | I | DIRECTOR | NA | Control |
| RUTHERFORD, DENELLE, ELIZABETH | I | DIRECTOR | NA | Control |
| RUTHERFORD, DENELLE, ELIZABETH | I | DIRECTOR | NA | Control |
| SCHOUTEN, RANDY, ANTHONY | I | DIRECTOR | NA | |
| SCHOUTEN, RANDY, ANTHONY | I | DIRECTOR | NA | |
| SCHOUTEN, RANDY, ANTHONY | I | DIRECTOR | NA | |
| SCOTT, MARK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, MARK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | NA | Control |
| SCOTT, MARK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, MARK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, MARK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, MARK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | NA | Control |
| SCOTT, MARK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | NA | Control |
| SCOTT, MARK, ALEXANDER | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMON, PRISCILLA, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| SIMON, PRISCILLA, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SIMON, PRISCILLA, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SIMON, PRISCILLA, ANN | I | VICE PRESIDENT & CONTROLLER | NA | Control |
| SIMON, PRISCILLA, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SIMON, PRISCILLA, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SIMON, PRISCILLA, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SIMON, PRISCILLA, ANN | I | CFO | NA | Control |
| SIMON, PRISCILLA, ANN | I | CFO | NA | Control |
| SIMON, PRISCILLA, ANN | I | CFO | NA | Control |
| SIMON, PRISCILLA, ANN | I | CFO | NA | Control |
| SIMON, PRISCILLA, ANN | I | CFO | NA | Control |
| SIMON, PRISCILLA, ANN | I | CFO | NA | Control |
| SIMON, PRISCILLA, ANN | I | DIRECTOR, OFFICER, TREASURER | NA | |
| SIMON, PRISCILLA, ANN | I | DIRECTOR, OFFICER, TREASURER | NA | |
| SOPER, STEPHEN, RICHARD | I | DIRECTOR | NA | Control |
| STEELE, PATRICK, STORM | I | SENIOR VICE PRESIDENT | NA | Control |
| STEELE, PATRICK, STORM | I | SENIOR VICE PRESIDENT | NA | Control |
| STEELE, PATRICK, STORM | I | SENIOR VICE PRESIDENT | NA | Control |
| STEELE, PATRICK, STORM | I | SENIOR VICE PRESIDENT | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | DIRECTOR | NA | |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, HANS, THOMAS | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/ACO | NA | Control |
| WALSH, HANS, THOMAS | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| WALSH, HANS, THOMAS | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| WALSH, HANS, THOMAS | I | VICE PRESIDENT/CHIEF OPERATING OFFICER/ACO | NA | Control |
| WALSH, HANS, THOMAS | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| WALSH, HANS, THOMAS | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| WALSH, HANS, THOMAS | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| WALSH, HANS, THOMAS | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| WALSH, HANS, THOMAS | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| WALSH, HANS, THOMAS | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| WALSH, HANS, THOMAS | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| WALSH, HANS, THOMAS | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| WALSH, HANS, THOMAS | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| WALSH, HANS, THOMAS | I | CCO | NA | Control |
| WALSH, HANS, THOMAS | I | CCO | NA | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | D | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | D | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | D | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | D | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN, CEO & COMPLIANCE OFFICER | D | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | D | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | D | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN, CEO, COMPLIANCE OFFICER | D | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN, CEO, COMPLIANCE OFFICER | D | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN, CEO, COMPLIANCE OFFICER | D | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | D | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | D | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | D | Control |
| BERNZOTT, KEVIN | I | FOUNDER | D | Control |
| BERNZOTT, KEVIN | I | FOUNDER | D | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | C | |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN, CEO & CHIEF COMPLIANCE OFFICER | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN, CEO & COMPLIANCE OFFICER | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN, CEO & CHIEF COMPLIANCE OFFICER | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN, CEO & CHIEF COMPLIANCE OFFICER | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN, CEO & CHIEF COMPLIANCE OFFICER | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN/CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN/CEO/CCO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN/CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN/CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN/CEO/CCO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN/CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN/CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN/CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN/CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & FOUNDER | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & FOUNDER | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | CHAIRMAN & CEO | C | Control |
| BERNZOTT, KEVIN | I | FOUNDER | C | Control |
| BERNZOTT, KEVIN | I | FOUNDER | C | Control |
| BERNZOTT, KEVIN | I | FOUNDER | C | Control |
| BERNZOTT, KEVIN | I | FOUNDER | C | Control |
| BERNZOTT, KEVIN | I | FOUNDER | C | Control |
| BERNZOTT, KEVIN | I | FOUNDER | C | Control |
| BERNZOTT, KEVIN | I | FOUNDER | C | Control |
| BERNZOTT, KEVIN | I | FOUNDER | C | Control |
| BERNZOTT, KEVIN | I | FOUNDER | C | Control |
| BERNZOTT, KEVIN | I | FOUNDER | C | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BANKS, PETER, FRANK | I | PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | Control |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | SHAREHOLDER | B | Control |
| BERNZOTT, MARILYN, S. | I | OWNER | B | Control |
| BERNZOTT, MARILYN, S. | I | OWNER | B | Control |
| BERNZOTT, MARILYN, STEVENS | I | OWNER | B | Control |
| BERNZOTT, MARILYN, STEVENS | I | OWNER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | OWNER | B | Control |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT, MARILYN, STEVENS | I | SHAREHOLDER | B | |
| BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | DE | STOCKHOLDER | A | |
| DEMARTINO, PETER, DOMINIC | I | DIRECTOR | A | |
| DEMARTINO, PETER, DOMINIC | I | DIRECTOR | A | |
| DEMARTINO, PETER, DOMINIC | I | DIRECTOR | A | |
| MURPHY, MARGARET, ANN | I | DIRECTOR & ASSISTANT COMPLIANCE OFFICER | A | |
| SCHOUTEN, MARGARET, ANN | I | DIRECTOR & ASSISTANT COMPLIANCE OFFICER | A | |
| SCHOUTEN, MARGARET, ANN | I | DIRECTOR | A | |
| SCHOUTEN, MARGARET, ANN | I | DIRECTOR | A | |
| SCHOUTEN, MARGARET, ANN | I | DIRECTOR | A | |
| SCHOUTEN, MARGARET, ANN | I | DIRECTOR & ASSISTANT COMPLIANCE OFFICER | A | |
| SCHOUTEN, MARGARET, ANN | I | DIRECTOR | A | |
| SCHOUTEN, RANDALL, ANTHONY | I | DIRECTOR | A | |
| SCHOUTEN, RANDALL, ANTHONY | I | DIRECTOR | A | |
| SCHOUTEN, RANDALL, ANTHONY | I | DIRECTOR | A | |
| SCHOUTEN, RANDALL, ANTHONY | I | DIRECTOR | A | |
| SCHOUTEN, RANDALL, ANTHONY | I | DIRECTOR | A | |
| SCHOUTEN, RANDALL, ANTHONY | I | DIRECTOR | A | |
| SCHOUTEN, RANDALL, ANTHONY | I | DIRECTOR | A | |
| SCHOUTEN, RANDALL, ANTHONY | I | DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERNZOTT, KEVIN | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | D | Control |
| BERNZOTT, KEVIN | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | D | Control |
| BERNZOTT, KEVIN | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | D | Control |
| BERNZOTT, KEVIN | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | D | Control |
| BERNZOTT, KEVIN | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | D | Control |
| BERNZOTT, KEVIN | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | D | Control |
| BERNZOTT, KEVIN | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | D | Control |
| BERNZOTT, KEVIN | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | D | Control |
| BANKS, PETER, FRANK | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | C | Control |
| BANKS, PETER, FRANK | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | C | Control |
| BANKS, PETER, FRANK | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | C | Control |
| BANKS, PETER, FRANK | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | C | Control |
| BANKS, PETER, FRANK | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | C | Control |
| BANKS, PETER, FRANK | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | C | Control |
| BANKS, PETER, FRANK | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | C | Control |
| BANKS, PETER, FRANK | I | BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN | C | Control |
Registrations
Federal
IA
Apr 28, 2025 REGISTERED
Notice Filings (16)
CA CO FL GA HI ID LA MA MD MI NY OR SC TX VA WA
Address
1200 PASEO CAMARILLOSUITE 180
CAMARILLO, CA 93010
United States
Phone: 800-856-2646