Bernzott Capital Advisors is an investment advisor in Boston with $1.24 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
770469710
SEC advisor number
801-56940
FINRA CRD number
104583
AUM ?
$311.08 mm
(as of 11 Apr 24)
Accounts
375
(as of 11 Apr 24)
Employees
4
(3 investment advisory or research)
Address
Bernzott Capital Advisors
2802 FLINTROCK TRACE
SUITE 205
AUSTIN
TX 78738
2802 FLINTROCK TRACE
SUITE 205
AUSTIN
TX 78738
Phone
805-443-0868
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Dec 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22