BERNZOTT CAPITAL ADVISORS

BERNZOTT CAPITAL ADVISORS of CAMARILLO, CA is an SEC-registered investment adviser (CRD 104583). Regulatory assets under management: $265.4M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (28)

Showing 25 of 28 people.

NameRoleLocation
Scott AlexanderCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICERExton, PA
Kevin BernzottFOUNDER
Marilyn Stevens BernzottSHAREHOLDER
Mark Alexander ScottCHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER
STEELE PATRICK STORMSENIOR VICE PRESIDENT
OLSEN DENISE ANNCHIEF FINANCIAL OFFICER; DIRECTOR
SCHOUTEN RANDALL ANTHONYDIRECTOR
BERNZOTT KEVINCEO; CHAIRMAN & CEO; CHAIRMAN/CEO (+8 more)
BANKS PETER FRANKDIRECTOR; OWNER/PARTICIPANT; PRESIDENT & CHIEF INVESTMENT OFFICER (+1 more)
EUCKER DALE ANNEDIRECTOR; DIRECTOR, SECRETARY; VICE PRESIDENT & OPERATIONS MANAGER
SIMON PRISCILLA ANNCFO; CHIEF FINANCIAL OFFICER; DIRECTOR, OFFICER, TREASURER (+1 more)
DERSE THOMAS ANTHONYCHIEF FINANCIAL OFFICER; DIRECTOR; PRESIDENT (+2 more)
MURPHY MARGARET ANNDIRECTOR & ASSISTANT COMPLIANCE OFFICER
RUTHERFORD DENELLEDIRECTOR
WALSH HANS THOMASCCO; CHIEF OPERATING OFFICER/CCO; DIRECTOR (+2 more)
GREELY SEAN MICHAELMANAGING DIRECTOR
SCHOUTEN MARGARET ANNDIRECTOR; DIRECTOR & ASSISTANT COMPLIANCE OFFICER
GATES JEFFREY ROBERTCCO
BERNZOTT MARILYN STEVENSOWNER; SHAREHOLDER
LARSON SCOTT THOMASDIRECTOR; VICE PRESIDENT; VICE PRESIDENT & CIO
BLAIS BRUCE ALANDIRECTOR; DIRECTOR, VICE PRESIDENT
RUTHERFORD DENELLE ELIZABETHDIRECTOR
DEMARTINO PETER DOMINICDIRECTOR
RHODS MADELINE EUGENIADIRECTOR
LORETTO KATHLEEN ANDREADIRECTOR

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