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

Other Private FundFund ID 805-3099554559Delaware, United States
Gross assets
$10.6M
Min. investment
$5M
Beneficial owners
3
Size rank
Top 77%
Audited
Yes
Structure
Standalone

About this fund

Pzena Global Value Fund (dst), a Series of Pzena Value Trust is a other private fund managed by Pzena Investment Management LLC. The fund reports $10.6 million in gross assets, placing it among the top 77% 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 ID805-3099554559
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%

Other funds from this manager

FundTypeGross assets
Pzena Global Value Fund 2 (dst), a Series of Pzena TrustOther Private$334.6M
Pzena International (ex U.s.) Focused Value Fund (dst)Other Private$75.8M
Pzena Global Best Ideas Fund, LPHedge$72.7M
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Frequently asked questions

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

Pzena Global Value Fund (dst), a Series of Pzena Value Trust reports $10.6 million in gross assets, among the top 77% of private funds by size.

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

The stated minimum investment is $5 million.

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

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

Does Pzena Global Value Fund (dst), a Series of Pzena Value 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

Reported gross assets

$10.6M▲ 24%
Mar '25 — $8.6MApr '25 — $8.6MMay '25 — $8.6MJun '25 — $8.6MJul '25 — $8.6MAug '25 — $8.6MSep '25 — $8.6MOct '25 — $8.6MNov '25 — $8.6MDec '25 — $8.6MJan '26 — $8.6MFeb '26 — $8.6MMar '26 — $10.6MApr '26 — $10.6MMay '26 — $10.6MJun '26 — $10.6M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 77%
Larger than 23% of 67,041 private funds
Gross assets vs Other Private FundsTop 80%
Larger than 20% of 8,892 other private funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum

Investor base

Adviser & related persons41%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.