DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Manager
Bernzott Capital Advisors
EIN 770464710
Public LPs on the tape
0
distinct allocators disclosing a fund
Commitment rows
0
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
7
Schedule C investment manager rows
Who backs this manager
No allocator on the commitment tape names a fund of this manager.
Corporate and Taft-Hartley plans (Schedule C)
7 plans
- Automotive Machinists Pension Planplan years 2023
- Local 295 I.B.T. Employer Group Pension Trust Fundplan years 2023
- Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fundplan years 2023
- Pension Fund of Operating Engineers Local 513plan years 2023
- Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan aplan years 2022
- I.B.E.W. Local Union No 357 Pension Trust Fund, Plan aplan years 2022
- Local 338 Retirement Fundplan years 2022
Commitment rows
No rows.
What changed
- Bernzott Capital Advisors no longer appears on Local 295 I.B.T. Employer Group Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Bernzott Capital Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceDefined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity FundBernzott Capital Advisors no longer appears on Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Bernzott Capital Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceI.B.E.W. Local Union No 357 Pension Trust Fund, Plan aBernzott Capital Advisors no longer appears on I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Bernzott Capital Advisorsaskebsa.dol.gov
- Bernzott Capital Advisors no longer appears on Pension Fund of Operating Engineers Local 513's Schedule C as investment manager (plan year 2024 vs 2023)with Bernzott Capital Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceConstruction Industry and Laborers Joint Pension Trust for So Nevada, Plan aBernzott Capital Advisors no longer appears on Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Bernzott Capital Advisorsaskebsa.dol.gov
- Bernzott Capital Advisors no longer appears on Automotive Machinists Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Bernzott Capital Advisorsaskebsa.dol.gov
- Bernzott Capital Advisors no longer appears on Pipefitters Local 636 Defined Benefit Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Bernzott Capital Advisorsaskebsa.dol.gov