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Pzena Investment Management LLC

● SEC registered since 1995CRD 106847SEC# 801-50838New York, NY
Export (members)
Ranks #197 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$81.44B
Fund GAV
$601.8M
Private funds
6
Employees
164
Accounts
245
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 $81.4 billion in regulatory assets under management and employs 164 people. Pzena Investment Management LLC manages 6 private funds with combined gross assets of $601.8 million, including Pzena Global Value Fund 2 (dst), a Series of Pzena Trust. By regulatory assets, it ranks 197 of 6,004 private fund managers.

Pzena Investment Management LLC private funds

6 funds · $601.8M GAV
FundTypeGross assetsMin.
Pzena Global Value Fund 2 (dst), a Series of Pzena TrustOther Private$334.6M$5M
Pzena International (ex U.s.) Focused Value Fund (dst)Other Private$75.8M$5M
Pzena Global Best Ideas Fund, LPHedge$72.7M$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 $81.4 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 6 private funds with combined gross assets of $601.8 million.

How many employees does Pzena Investment Management LLC have?

Pzena Investment Management LLC reports 164 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

Regulatory AUM

$81.44B▲ 28%
Mar '25 — $63.69BApr '25 — $63.69BMay '25 — $63.69BJun '25 — $63.69BJul '25 — $63.69BAug '25 — $63.69BSep '25 — $63.69BOct '25 — $63.69BNov '25 — $63.69BDec '25 — $63.69BJan '26 — $63.69BFeb '26 — $63.69BMar '26 — $81.44BApr '26 — $81.44BMay '26 — $81.44BJun '26 — $81.44B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
AUM vs fund managersTop 3%
Larger than 97% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 5%
More than 95% of 16,825 advisers

Assets under management

$81.44Bregulatory AUM
Discretionary $80.57BNon-discretionary $869.7M

Fund type mix

Other Private3
Hedge3

Service providers

Administrator