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Pzena Investment Management LLC

● SEC registered since 1995CRD 106847SEC# 801-50838New York, NY
Export (members)
Ranks #82 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$63.69B
Fund GAV
$662M
Private funds
7
Employees
159
Accounts
241
Location
New York, NY

Pzena Investment Management LLC assets under management

Pzena Investment Management LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 1995. It reports $63.7 billion in regulatory assets under management and employs 159 people. Pzena Investment Management LLC manages 7 private funds with combined gross assets of $662 million, including Pzena Global Value Fund 2 (dst), a Series of Pzena Trust. By regulatory assets, it ranks 82 of 5,911 private fund managers.

Pzena Investment Management LLC private funds

7 funds · $662M GAV
FundTypeGross assetsMin.
Pzena Global Value Fund 2 (dst), a Series of Pzena TrustOther Private$332.4M$5M
Pzena Emerging Markets Focused Value Fund (gt), a Separate Investment Fund of Pzena Value Group TrustOther Private$108.8M$5M
Pzena U.S. Best Ideas Fund, LPHedge$70.3M$5M
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Pzena Investment Management LLC owners & executives

12 reported
NameTitleOwnershipSince
Allison Jill Fisch ControlPresidentUnder 5%2023
Chenyu Caroline Cai ControlChief Executive OfficerUnder 5%2019
Evan Keith Fire ControlChief Operating OfficerUnder 5%2019
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Frequently asked questions

How much does Pzena Investment Management LLC manage?

Pzena Investment Management LLC reports $63.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Pzena Investment Management LLC manage?

Pzena Investment Management LLC manages 7 private funds with combined gross assets of $662 million.

How many employees does Pzena Investment Management LLC have?

Pzena Investment Management LLC reports 159 employees.

Where is Pzena Investment Management LLC located?

Pzena Investment Management LLC is based in New York, NY and has been SEC-registered since 1995.

Does Pzena Investment Management LLC disclose fund performance?

Pzena Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address320 Park Avenue, 8th Floor, New York, NY 10022
Phone212-355-1600
Fax212-308-0010
Office hours8:30 a.m. To 5:30 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1027796
Discloses disciplinary historyNo

Assets under management

Discretionary$63.07B
Non-discretionary$625.9M
Total (RAUM)$63.69B

Service providers

Administrator