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PZN Pzena Investment Management

Pzena Investment Management, Inc. is a value-oriented investment management company. It engages in the provision of investment management services. The company was founded by Richard Stanton Pzena on May 8, 2007 and is headquartered in New York, NY.

Company profile

Ticker
PZN
Exchange
Website
CEO
Richard Stanton Pzena
Employees
Location
SEC CIK
SEC advisor number
801-50838
FINRA CRD number
106847
AUM ?
$41.14B (as of 30 Mar 21)
Accounts
222 (as of 30 Mar 21)
Employees
127 (44 investment advisory or research)
Address
Pzena Investment Management
320 PARK AVENUE, 8TH FLOOR
NEW YORK
NY 10022
Office hours
Monday - Friday, 8:30 AM TO 5:30 PM
Phone
212-355-1600
Owner Title From %Ownership
Goetz, John, Paul Managing Principal; Co-chief Investment Officer 06/1996 < 5%
Pzena, Richard, Stanton Managing Principal; Ceo; Co-chief Investment Officer 12/1995 < 5%
Lipsey, William, Louis Managing Principal; Business Development & Client Services 02/1997 < 5%
Berger, Joan, Frances General Counsel and Chief Compliance Officer 05/2005 < 5%
Pzena Investment Management, Inc. Managing Member and Member with Class a Units 10/2007 10-25%
Doran, Jessica, Ryan Chief Financial Officer 07/2016 < 5%
Pzena Investment Management, LP Member with Class B Units 01/2016 25-50%
Pzena, Richard, Stanton Limited Partner 01/2016 50-75%
Pzena Investment Management, Inc General Partner 12/2015
Cai, Chenyu, Caroline Managing Principal; Executive Vice President 02/2019 < 5%
Fire, Evan, Keith Managing Principal; Chief Operating Officer 09/2019 < 5%
Fund structure AUM Fund type
Pzena Investment Management LLC $41.14B
Pzena Emerging Markets Focused Value Fund (GT), a Separate Investment Fund of Pzena Value Group Trust $274.09M Other Private Fund
Pzena Global Best Ideas Fund, LP $30.53M Other Private Fund
Pzena Global Value Fund (DST), a Series of Pzena Value Trust $7.74M Other Private Fund
Pzena Global Value Fund 2 (DST), a Series of Pzena Trust $116.73M Other Private Fund
Pzena International (Ex U.s.) Focused Value Fund (DST) $80.98M Other Private Fund
Pzena U.S. Best Ideas Fund, LP $144.89M Other Private Fund

PZN stock data

(
)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 167 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$1.05B 10.18M 81.07M -87.4
$1.05B 14.11M 12.07M +16.9
$923.75M 16.83M 18.28M -7.9
$878.29M 10.19M 10.38M -1.9
$876.22M 18.88M 19.37M -2.6
$843.47M 39.01M 38.47M +1.4
$814.67M 14.69M 14.71M -0.2
$811.64M 5.19M 4.82M +7.5
$773.34M 7.52M 7.77M -3.2
$733.85M 10.46M 10.21M +2.4
$673.03M 16.48M 14.22M +15.9
$655.97M 22.13M 20.4M +8.5
$618.11M 43.38M 43.34M +0.1
$616.96M 3.81M 4.52M -15.8
$598.65M 24.21M 23.74M +2.0
$593.96M 2.98M 3.19M -6.6
$579.26M 26.16M 24.96M +4.8
$534.88M 40.8M 41.09M -0.7
$452.01M 12.23M 12.51M -2.3
$410.97M 9.68M 10.15M -4.6
$400.98M 5.3M 5.26M +0.8
$389.96M 10.68M 12.35M -13.5
$357.59M 6.21M 5.31M +16.9
$355.7M 5.1M 7.76M -34.3
$342.69M 24.2M 27.61M -12.3
$336.82M 5.73M 5.61M +2.0
$328.21M 5.32M 5.28M +0.8
$327M 7.1M 6.96M +2.1
$295.29M 4.81M 4.73M +1.8
$282.08M 1.59M 1.61M -1.1
$280.93M 1.72M 1.68M +1.9
$256.76M 2.95M 3.29M -10.5
$240.96M 637.42K 710.69K -10.3
$224.08M 6.41M NEW
$216.68M 7.05M 6.13M +15.0
$215.99M 5.02M 3.02M +66.4
$196.02M 4.65M 5.1M -8.8
$185.25M 7.4M 6.55M +13.0
$179.66M 4.03M 4.5M -10.4
$177.5M 1.01M 1.03M -1.9
$170.74M 1.75M 2.41M -27.2
$163.73M 3.39M 4M -15.1
$159.81M 6.79M 7.03M -3.4
$157.71M 20.94M 22.52M -7.0
$146.23M 2.96M 2.96M -0.2
$143.08M 885.92K NEW
$140.58M 1.7M 2.2M -22.8
$136.9M 3.25M 3.35M -3.0
$136.56M 7.72M 7.9M -2.3
$127.71M 12.7M 13.2M -3.8
Holdings list only includes long positions. Only includes long positions.

Calendar

27 Nov 21

Financial reports

No filings

Current reports

No filings

Proxies

No filings

Other

No filings