PZENA INVESTMENT MANAGEMENT LLC
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
FINTRXOverview
Pzena Investment Management LLC is an investment manager organized as an LLC and operating since 1995. The firm functions as an equity-focused investment manager that serves individuals, families and institutional clients, providing portfolio management across individual accounts, pooled vehicles and registered investment companies. It charges both asset-based and performance fees and identifies itself as an active ESG investor. Pzena also acts in sponsor and GP roles for pooled investment vehicles and maintains broker-dealer and other adviser affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 5EVAN FIRE
Chief Operating OfficerCRD 4470526
CHENYU CAI
Managing Principal, CEOCRD 7081330
JOHN GOETZ
Managing Principal, Co-Chief Investment OfficerCRD 4361133
Contacts
3 of 4WILLIAM LIPSEY
Principal and Vice ChairmanCRD 1553822
JESSICA DORAN
Managing PrincipalCRD 6406095
ALLISON FISCH
President & Managing PrincipalCRD 7692654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 320 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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