Pzena Investment Management

Asset Manager SEC-registered adviser

Legal name: Pzena Investment Management LLC

New York, NY Website LinkedIn X

AUM

$81.4B
Regulatory AUM

Private funds

6
Other 3 · Hedge Fund 3

Private fund assets

$601.8M
Gross asset value

Employees

164

Last Form D raise

Mar 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

A
Allison Fisch
President
Source: SEC Form ADV
C
Chenyu Cai
Chief Executive Officer
Source: SEC Form ADV
J
John Goetz
Co-Chief Investment Officer
Source: SEC Form ADV
R
Richard Pzena
Chairman; Co-Chief Investment Officer
Source: SEC Form ADV
W
William Lipsey
Vice Chairman
Source: SEC Form ADV

Funds(6)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Pzena Global Value Fund 2 (dst), A Series of Pzena TrustOther$334.6M$225.0M2Mar 2026Warm
Pzena International (ex U.S.) Focused Value Fund (dst)Other$75.8M$79.1M5Mar 2026Warm
Pzena Global Best Ideas Fund, LPHedge Fund$72.7M$28.0M5Mar 2026Warm
Pzena U.S. Best Ideas Fund, LPHedge Fund$70.9M$176.7M15Mar 2026Warm
Pzena Focused Credit Opportunities Master Fund, LPHedge Fund$37.2M$32.9M10Mar 2026Warm
Pzena Global Value Fund (dst), A Series of Pzena Value TrustOther$10.6M$368.9M69Mar 2026Warm

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
106847
SEC file number
801-50838
CIK
1027796

Sources