Pzena Investment Management LLC

RIASEC RegisteredEst. 1995

Total AUM

$81.4B

Discretionary

$80.6B

99% of AUM

Avg account

$332M

Accounts

245

Employees

164

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 106847
Registered since: December 15, 1995
Website: www.pzena.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles44.01%
Investment Companies29.95%
State / Municipal Government17.79%
Pension & Profit Sharing Plans3.86%
Other Investment Advisers1.48%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pzena Investment Management LLC is an investment adviser organized as an LLC and registered with the SEC since 1995. The firm is classified in the source data as operating hedge-fund-style strategies and serves both individual/family and institutional clients. Its advisory services include portfolio management for individuals and small businesses, investment companies, pooled vehicles, and institutional clients. Fee arrangements include percentage-of-AUM and performance-based components. The firm is identified as an active ESG investor and also appears in industry roles beyond pure adviser duties—acting as a broker-dealer or affiliated sponsor/GP/managing member of pooled investment vehicles. Pzena has been recognized in external rankings: it appeared on CNBC’s Top 100 Financial Advisory Firms list for 2019, 2020, and 2021.