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Pzena Global Value Fund 2 (dst), a Series of Pzena Trust

Other Private FundFund ID 805-9146481454Delaware, United States
Gross assets
$332.4M
Min. investment
$5M
Beneficial owners
2
Size rank
Top 22%
Audited
Yes
Structure
Standalone

About this fund

Pzena Global Value Fund 2 (dst), a Series of Pzena Trust is a other private fund managed by Pzena Investment Management LLC. The fund reports $332.4 million in gross assets, placing it among the top 22% of private funds by size. The stated minimum investment is $5 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-9146481454
Fund typeOther Private Fund — LONG EQUITY
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Ownership

Owned by the adviser or related persons0%
Owned by funds of funds0%
Owned by non-U.S. persons0%

Other funds from this manager

FundTypeGross assets
Pzena Emerging Markets Focused Value Fund (gt), a Separate Investment Fund of Pzena Value Group TrustOther Private$108.8M
Pzena U.S. Best Ideas Fund, LPHedge$70.3M
Pzena International (ex U.s.) Focused Value Fund (dst)Other Private$53.8M
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Frequently asked questions

How large is Pzena Global Value Fund 2 (dst), a Series of Pzena Trust?

Pzena Global Value Fund 2 (dst), a Series of Pzena Trust reports $332.4 million in gross assets, among the top 22% of private funds by size.

What is the minimum investment for Pzena Global Value Fund 2 (dst), a Series of Pzena Trust?

The stated minimum investment is $5 million.

Who manages Pzena Global Value Fund 2 (dst), a Series of Pzena Trust?

Pzena Global Value Fund 2 (dst), a Series of Pzena Trust is managed by Pzena Investment Management LLC.

Does Pzena Global Value Fund 2 (dst), a Series of Pzena Trust disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Administrator
Marketer