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Bernzott Capital Advisors

888 West Ventura Blvd., Suite B
Camarillo, California 93010-8383
United States
 
Contact :      Mark Scott
Phone :       805-389-9445
Fax :             805-389-9456
Email :         info@bernzott.com
Web :           http://www.bernzott.com

Bernzott Capital Advisors Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $855
Tax-Exempt Managed ($Mil) : $411
Taxable Assets Managed ($Mil) : $195
Year Founded : 1994
Wrap Programs Offered? : No
# of Accounts Managed : 593
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Bernzott Capital Advisors History

Bernzott Capital Advisors was founded by Kevin Bernzott in late 1994 and began managing money at the start of 1995. The firm's primary business is managing small cap portfolios with market caps between $500 million and $5 billion. This area of the market poses excellent opportunities for capital appreciation. Clients include institutions, corporations, foundations, endowments and individuals.

 


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
611
$270
 
Limited Partnership :
 
Foundations :
17
$105
ERISA :
33
$41
Unions, Taft-Hartley :
3
$40
Public :
9
$146
Others :
1
$76
Total # of Professional : 11 Analysts : 0
Portfolio Managers : 3 Traders : 1
Client Service : 3 Operation : 2

Bernzott Capital Advisors Personnel

Mr.  Kevin Bernzott

President/CEO
Tel : 805-389-9445
Email: kevin@bernzott.com
KEVIN BERNZOTT is the CEO of Bernzott Capital Advisors. Mr. Bernzott is a former member of the Ventura County Regional Advisory Board of Santa Barbara Bank & Trust, former Chairman of the Board of Industrial Tools, Inc., a leading designer and fabricator of high quality ultra-precision cutting tool systems used throughout the world, and has served as a director of other corporations. Previously CEO of a real estate development company and an officer of real estate asset management firms, Mr. Bernzott acquired, developed, leased and managed a variety of assets. Mr. Bernzott holds a doctorate in law from the University of West Los Angeles and the Real Property Administrator designation conferred by the Building Owners and Managers Institute.

Mr.  Scott Larson, CFA

Portfolio Manager
Tel : 805-389-9445
Email: scott@bernzott.com
SCOTT T. LARSON, CFA Chief Investment Officer Portfolio Mgr / Analyst Since 2007 Grayhawk Venture Partners Principal 2000-2007 Cornerstone Equity Partners Associate 1996-1999 Intel Corporation Cost & Inventory Financial Analyst 1996 Arizona State University BS Finance and BA Psychology Summa Cum Laude (1996) CFA Charter Holder (2003) Venture Capital Institute (1997) Investment Experience: 16 years

Mr.  Thomas Derse, CFA

Portfolio Manager
Tel : 805-389-9445
Email: tom@bernzott.com
THOMAS A. DERSE, CPA, CFA - President Portfolio Manager/Analyst Since 2004 Channel Islands Capital Management, Inc. President 2000-2003 Litton, Williams & Derse LLP Partner 1997-2004 Thomas A. Derse, CPA Owner 1994-1997 Dunlap & Blye Tax Manager 1991-1994 Golden Gate University MS Taxation (1994) California State University, Fresno BS Business Administration - Accountancy (1986) Certified Public Accountant (1990) CFA Charter Holder (2012) Investment Experience: 12 years

Mr.  Mark Scott

Operations/Administrators
Tel : 805-389-9445
Email: Mark@bernzott.com
Mark is the database administrator and contact person at bernzott for institutional client and consultant RFIs.

Mr.  Ryan Ross

Portfolio Manager
Tel : 805-389-9445
Email: Ryan@bernzott.com
Mr. Ross joined the firm in 2014. Previously he worked at Madison Investment Advisors and American Century Investments, where he was responsible for equity research and analysis. Mr. Ross has an MBA from the Stephen M. Ross School of Business at the University of Michigan and graduated magna cum laude with a BS in Business Administration from California State University, Northridge. He is a CFA charterholder and a member of the CFA Institute and CFA Society of Los Angeles (CFALA).

Bernzott Capital Advisors Product Name

Small Cap Domestic Equity:Privately Managed Accounts
Report Created: July,22 2018.  Copyright Money Manager Review , All rights Reserved.
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