Overview
Assets Under Management: $81.4 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 36
Average Client Assets: $2.8 million
Frequently Asked Questions
PZENA INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106847), PZENA INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
PZENA INVESTMENT MANAGEMENT LLC is headquartered in NEW YORK, NY.
PZENA INVESTMENT MANAGEMENT LLC serves 36 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, PZENA INVESTMENT MANAGEMENT LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
PZENA INVESTMENT MANAGEMENT LLC manages $81.4 billion in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, PZENA INVESTMENT MANAGEMENT LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.12%
Average Client Assets: $2.8 million
Total Client Accounts: 245
Discretionary Accounts: 244
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 106847
Filing ID: 2051514
Last Filing Date: 2026-03-30 10:55:10