PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:09 AM ET

Sponsor Check › Sponsor group

P

Pzena

One sponsor team, 13 deal companies · New York, NY

Grouped because: 11 shared people, 5 shared management entities, same business address (11 issuers), similar issuer names (13) (automatic match from the filings) · not the same sponsor?

13deal companies
$1.85Breported sold
232investors
119Form D filings
2009–2026active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Mar 4, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Pzena is a sponsor group of 13 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names, shared management entity; automatic match from the filings), filing 119 Form D filings between Feb 2009 and Mar 2026.

What this means One team, 13 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $1.85B to 232 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (13). Issuers are based in NY (13).

What this means $1.85B raised across the group, about $7.96M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: John P. Goetz (13 issuers, executive officer), Richard S. Pzena (13 issuers, executive officer), William L. Lipsey (13 issuers, executive officer), Gary J. Bachman (9 issuers, executive officer), Allison Fisch (7 issuers, executive officer) and 16 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Mar 4, 2026.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 119 public filings for Pzena and found 9 differences, 2 worth asking the sponsor about: Amount sold went down between filings; 14 people are no longer listed on a later amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Pzena has not run yet — it is joining a line of 8,150 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Pzena..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

9 differences found between the filings for Pzena — 2 worth asking about (compared the newest 50 of 119 filings on Oct 24, 2026; older filings not covered)

Worth asking · Feb 28, 2020 – Mar 16, 2021

Amount sold went down between filings — Pzena U.S. Best Ideas Fund, LP

The Feb 28, 2020 filing says $143,947,014 sold; the Mar 16, 2021 Form D/A says $140,260,817 sold — $3,686,197 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Feb 28, 2020 ↗Form D/A (later) · Mar 16, 2021 ↗Pzena U.S. Best Ideas Fund, LP — PartnerFacts page ↗
Sources
Worth asking · May 14, 2018 – Mar 16, 2021

14 people are no longer listed on a later amendment

Gary J. Bachman is no longer listed on the Mar 16, 2021 amendment — Pzena U.S. Best Ideas Fund, LP · J. Pzena Financial Services, LLC is no longer listed on the Mar 16, 2021 amendment — Pzena U.S. Best Ideas Fund, LP · Gary J. Bachman is no longer listed on the Dec 16, 2020 amendment — Pzena Global Value Fund 2 (DST), a series of Pzena Value Trust · J. Pzena Financial Services, LLC is no longer listed on the Dec 16, 2020 amendment — Pzena Global Value Fund 2 (DST), a series of Pzena Value Trust · J. Pzena Investment Management, LLC is no longer listed on the Dec 16, 2020 amendment — Pzena Global Value Fund 2 (DST), a series of Pzena Value Trust · and 9 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Feb 28, 2020 ↗Form D/A · Mar 16, 2021 ↗Gary J. Bachman — PartnerFacts page ↗Pzena U.S. Best Ideas Fund, LP — PartnerFacts page ↗
Sources
Note · Dec 9, 2013 – Mar 4, 2025

No amendment in the last 12 months on an offering that may still be open — Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group Trust (latest filing Mar 4, 2025)

The latest filing for this offering is dated Mar 4, 2025 (first sale Dec 9, 2013). It reports $265,000,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Mar 4, 2025 ↗Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group Trust — PartnerFacts page ↗
Sources
Note · Mar 1, 2006 – Mar 1, 2019

No amendment in the last 12 months on an offering that may still be open — PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trust (latest filing Mar 1, 2019)

The latest filing for this offering is dated Mar 1, 2019 (first sale Mar 1, 2006). It reports $129,650,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Mar 1, 2019 ↗PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trust — PartnerFacts page ↗
Sources
Note · Feb 27, 2009 – Dec 30, 2024

4 people are written more than one way across the filings

John P. Goetz is written 2 different ways on the filings · William L. Lipsey is written 2 different ways on the filings · Caroline Cai is written 2 different ways on the filings · Gary J. Bachman is written 2 different ways on the filings

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D/A · Feb 27, 2009 ↗Form D/A · Dec 30, 2024 ↗John P. Goetz — PartnerFacts page ↗William L. Lipsey — PartnerFacts page ↗
Sources
Note · Mar 4, 2026

Address on file is a registered agent / shared office — Pzena Focused Credit Opportunities Fund, LP

The latest filing lists 320 Park Avenue, New York, NY. That address is used by 76 issuers in our index (76 issuers in 29 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D/A · Mar 4, 2026 ↗Pzena Focused Credit Opportunities Fund, LP — PartnerFacts page ↗
Sources
Note · Mar 13, 2009 – Mar 4, 2026

Member companies were formed in 3 different states

Delaware (9), Illinois (3), De (1) — out of 13 member issuers. The odd ones out: PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLC (De); PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trust (Illinois); PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trust (Illinois); Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group Trust (Illinois).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Pzena — sponsor group page ↗PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLC — PartnerFacts page ↗PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trust — PartnerFacts page ↗PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trust — PartnerFacts page ↗
Sources
Note · Feb 27, 2009 – Mar 4, 2026

Issuer used a different name before — PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value Trust

SEC records list prior names for this filer: PZENA GLOBAL VALUE FUND DST, a series of Pzena Value Trust; PZENA GLOBAL VALUE FUND DST. The current name on file is "PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value Trust".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value Trust — PartnerFacts page ↗
Sources
Note · Feb 27, 2009 – Mar 1, 2019

Issuer used a different name before — PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trust

SEC records list prior names for this filer: PZENA INTERNATIONAL VALUE FUND (GT), a series of Pzena Value Group Trust; PZENA INTERNATIONAL VALUE FUND GT. The current name on file is "PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trust".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trust — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 119 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

8 of 13 offerings report sales commissions totalling $448,649; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 4, 2026 D/A
PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value Trust
File 021-100709
$3,579$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager, as provided for in the Issuer's offering materials.
Pzena Financial Services, LLC no CRD number reported
via Pzena Financial Services, LLC (CRD 169807 ↗)
EDGAR ↗
Mar 4, 2026 D/A
PZENA INTERNATIONAL (EX-U.S.) FOCUSED VALUE FUND (DST), a series of Pzena Value Trust
File 021-298765
$45,080$0$0
Customary advisory fees are paid by the Issuer to the Investment Manager, as provided for in the Issuer's offering materials.
Pzena Financial Services, LLC BrokerCheck CRD 169807 ↗EDGAR ↗
Mar 4, 2026 D/A
Pzena U.S. Best Ideas Fund, LP
File 021-300855
$106,020$0$0 (est.)
The Investment Manager is entitled to receive a management fee as described in the Issuer's offering materials.
Pzena Financial Services, LLC BrokerCheck CRD 169807 ↗EDGAR ↗
Mar 4, 2026 D/A
Pzena Global Best Ideas Fund, LP
File 021-312265
$5,220$0$0
The Investment Manager is entitled to receive a management fee as described in the Issuer's offering materials.
Pzena Financial Services, LLC BrokerCheck CRD 169807 ↗EDGAR ↗
Mar 4, 2026 D/A
Pzena Global Value Fund 2 (DST), a series of Pzena Value Trust
File 021-328163
$135,000$0$0
Customary advisory fees are paid by the Issuer to the Investment Manager, as provided for in the Issuer's offering materials.
Pzena Financial Services, LLC BrokerCheck CRD 169807 ↗EDGAR ↗
Mar 4, 2026 D/A
Pzena Focused Credit Opportunities Fund, LP
File 021-500993
$750$0$0 (est.)
The Investment Manager is entitled to receive a management fee as described in the Issuer's offering materials.
Pzena Financial Services, LLC BrokerCheck CRD 169807 ↗EDGAR ↗
Mar 4, 2025 D/A
Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group Trust
File 021-206645
$69,000 (est.)$0 (est.)$0 (est.)
Customary advisory fees are paid to the Investment Manager, as provided for in the Issuer's offering materials.
Pzena Financial Services, LLC no CRD number reported
via Pzena Financial Services, LLC (CRD 169807 ↗)
EDGAR ↗
Mar 1, 2019 D/A
PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trust
File 021-100707
$84,000$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager, as provided for in the Issuer's offering materials.
Pzena Financial Services, LLC no CRD number reported
via Pzena Financial Services, LLC (CRD 169807 ↗)
EDGAR ↗
Mar 1, 2019 D/A
PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trust
File 021-100705
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager, as provided for in the Issuer's offering materials.
Pzena Financial Services, LLC no CRD number reported
via Pzena Financial Services, LLC (CRD 169807 ↗)
EDGAR ↗
Mar 1, 2019 D/A
PZENA INTERNATIONAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLC
File 021-100152
$0$0$0None listed on this filingEDGAR ↗
Mar 7, 2012 D/A
PZENA INTERNATIONAL VALUE FUND (DST), a series of Pzena Value Trust
File 021-100706
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager, as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Mar 12, 2010 D/A
PZENA GLOBAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLC
File 021-100153
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2009 D/A
PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLC
File 021-61679
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 13 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Pzena in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗PG PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value Trustshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund22$437,869,627
offering Indefinite · similar: $155,000–$5,250,000
69
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗PG PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trustshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund11$190,449,443
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2019
EDGAR ↗PI PZENA INTERNATIONAL VALUE FUND (DST), a series of Pzena Value Trustshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund6$322,986,88253No minimum reported2009–2012
EDGAR ↗PI PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group Trustshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund11$194,488,409
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2019
EDGAR ↗PI PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$15,570,86520No minimum reported2009–2009
EDGAR ↗PI PZENA INTERNATIONAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCshared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund10$17,166,713
offering Indefinite · similar: $155,000–$5,250,000
25
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2019
EDGAR ↗PG PZENA GLOBAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCshared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$15,593,24117No minimum reported2010–2010
EDGAR ↗PE Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group Trustshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund14$265,000,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2025
EDGAR ↗PI PZENA INTERNATIONAL (EX-U.S.) FOCUSED VALUE FUND (DST), a series of Pzena Value Trustshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund10$79,057,394
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2026
EDGAR ↗PU Pzena U.S. Best Ideas Fund, LPshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund10$176,700,000
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2026
EDGAR ↗PG Pzena Global Best Ideas Fund, LPshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund9$28,000,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2026
EDGAR ↗PG Pzena Global Value Fund 2 (DST), a series of Pzena Value Trustshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund9$225,000,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2026
EDGAR ↗PF Pzena Focused Credit Opportunities Fund, LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund4$32,890,864
offering Indefinite · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Mar 4, 2026Pzena Focused Credit Opportunities Fund, LPD/APooled Investment FundIndefinite$32,890,864
EDGAR ↗Mar 4, 2026PZENA INTERNATIONAL (EX-U.S.) FOCUSED VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$79,057,394
EDGAR ↗Mar 4, 2026Pzena Global Value Fund 2 (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$225,000,000
EDGAR ↗Mar 4, 2026PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$368,903,014
EDGAR ↗Mar 4, 2026Pzena Global Best Ideas Fund, LPD/APooled Investment FundIndefinite$28,000,000
EDGAR ↗Mar 4, 2026Pzena U.S. Best Ideas Fund, LPD/APooled Investment FundIndefinite$176,700,000
EDGAR ↗Mar 4, 2025Pzena U.S. Best Ideas Fund, LPD/APooled Investment FundIndefinite$168,400,000
EDGAR ↗Mar 4, 2025PZENA INTERNATIONAL (EX-U.S.) FOCUSED VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$79,057,394
EDGAR ↗Mar 4, 2025Pzena Global Value Fund 2 (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$225,000,000
EDGAR ↗Mar 4, 2025PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$368,903,014
EDGAR ↗Mar 4, 2025Pzena Global Best Ideas Fund, LPD/APooled Investment FundIndefinite$28,000,000
EDGAR ↗Mar 4, 2025Pzena Focused Credit Opportunities Fund, LPD/APooled Investment FundIndefinite$32,640,864
EDGAR ↗Mar 4, 2025Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$265,000,000
EDGAR ↗Dec 30, 2024Pzena Focused Credit Opportunities Fund, LPD/APooled Investment FundIndefinite$32,640,864
EDGAR ↗Mar 4, 2024Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$265,000,000
EDGAR ↗Mar 4, 2024Pzena Global Best Ideas Fund, LPD/APooled Investment FundIndefinite$26,000,000
EDGAR ↗Mar 4, 2024PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$368,903,014
EDGAR ↗Mar 4, 2024Pzena Global Value Fund 2 (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$225,000,000
EDGAR ↗Mar 4, 2024PZENA INTERNATIONAL (EX-U.S.) FOCUSED VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$79,057,394
EDGAR ↗Mar 4, 2024Pzena U.S. Best Ideas Fund, LPD/APooled Investment FundIndefinite$152,400,000
EDGAR ↗Dec 28, 2023Pzena Focused Credit Opportunities Fund, LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 26, 2023Pzena U.S. Best Ideas Fund, LPD/APooled Investment FundIndefinite$151,650,000
EDGAR ↗Apr 26, 2023Pzena Global Best Ideas Fund, LPD/APooled Investment FundIndefinite$26,000,000
EDGAR ↗Mar 2, 2023Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$265,000,000
EDGAR ↗Mar 2, 2023PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$368,903,014
EDGAR ↗Mar 2, 2023Pzena Global Value Fund 2 (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$100,000,000
EDGAR ↗Mar 2, 2023PZENA INTERNATIONAL (EX-U.S.) FOCUSED VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$79,057,394
EDGAR ↗Dec 13, 2022Pzena Global Value Fund 2 (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$100,000,000
EDGAR ↗May 27, 2022Pzena Global Best Ideas Fund, LPD/APooled Investment FundIndefinite$26,000,000
EDGAR ↗Apr 26, 2022Pzena U.S. Best Ideas Fund, LPD/APooled Investment FundIndefinite$141,260,817
EDGAR ↗Mar 2, 2022PZENA INTERNATIONAL (EX-U.S.) FOCUSED VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$79,057,394
EDGAR ↗Mar 2, 2022PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$368,903,014
EDGAR ↗Mar 2, 2022Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$265,000,000
EDGAR ↗Dec 16, 2021Pzena Global Value Fund 2 (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$100,000,000
EDGAR ↗May 28, 2021Pzena Global Best Ideas Fund, LPD/APooled Investment FundIndefinite$26,000,000
EDGAR ↗Mar 16, 2021Pzena U.S. Best Ideas Fund, LPD/APooled Investment FundIndefinite$140,260,817
EDGAR ↗Mar 3, 2021PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$367,903,014
EDGAR ↗Mar 3, 2021Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$265,000,000
EDGAR ↗Mar 3, 2021PZENA INTERNATIONAL (EX-U.S.) FOCUSED VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$79,057,394
EDGAR ↗Dec 16, 2020Pzena Global Value Fund 2 (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$100,000,000
EDGAR ↗May 29, 2020Pzena Global Best Ideas Fund, LPD/APooled Investment FundIndefinite$26,000,000
EDGAR ↗Mar 2, 2020PZENA INTERNATIONAL (EX-U.S.) FOCUSED VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$69,057,394
EDGAR ↗Mar 2, 2020PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$367,903,014
EDGAR ↗Mar 2, 2020Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$265,000,000
EDGAR ↗Feb 28, 2020Pzena U.S. Best Ideas Fund, LPD/APooled Investment FundIndefinite$143,947,014
EDGAR ↗Dec 11, 2019Pzena Global Value Fund 2 (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$100,000,000
EDGAR ↗May 31, 2019Pzena Global Best Ideas Fund, LPD/APooled Investment FundIndefinite$25,000,000
EDGAR ↗Mar 1, 2019Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$265,000,000
EDGAR ↗Mar 1, 2019PZENA INTERNATIONAL (EX-U.S.) FOCUSED VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$61,500,000
EDGAR ↗Mar 1, 2019PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$129,650,000
EDGAR ↗Mar 1, 2019PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$190,449,443
EDGAR ↗Mar 1, 2019PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$367,666,670
EDGAR ↗Mar 1, 2019PZENA INTERNATIONAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$15,326,037
EDGAR ↗Mar 1, 2019Pzena U.S. Best Ideas Fund, LPD/APooled Investment FundIndefinite$142,500,000
EDGAR ↗Dec 17, 2018Pzena Global Value Fund 2 (DST), a series of Pzena Value TrustDPooled Investment FundIndefinite$100,000,000
EDGAR ↗May 14, 2018Pzena Global Best Ideas Fund, LPDPooled Investment FundIndefinite$25,000,000
EDGAR ↗Mar 2, 2018PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$367,666,670
EDGAR ↗Mar 2, 2018Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$265,000,000
EDGAR ↗Mar 2, 2018PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$190,449,443
EDGAR ↗Mar 2, 2018PZENA INTERNATIONAL (EX-U.S.) FOCUSED VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$36,000,000
EDGAR ↗Mar 2, 2018PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$129,650,000
EDGAR ↗Mar 2, 2018Pzena U.S. Best Ideas Fund, LPD/APooled Investment FundIndefinite$81,600,000
EDGAR ↗Mar 2, 2018PZENA INTERNATIONAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$14,668,691
EDGAR ↗Dec 15, 2017Pzena U.S. Best Ideas Fund, LPDPooled Investment FundIndefinite$73,600,000
EDGAR ↗Nov 15, 2017PZENA INTERNATIONAL (EX-U.S.) FOCUSED VALUE FUND (DST), a series of Pzena Value TrustDPooled Investment FundIndefinite$36,000,000
EDGAR ↗Mar 2, 2017Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$265,000,000
EDGAR ↗Mar 2, 2017PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$365,450,194
EDGAR ↗Mar 2, 2017PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$190,447,863
EDGAR ↗Mar 2, 2017PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$129,650,000
EDGAR ↗Mar 2, 2017PZENA INTERNATIONAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$14,668,691
EDGAR ↗Mar 7, 2016PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$364,341,056
EDGAR ↗Mar 7, 2016PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$129,650,000
EDGAR ↗Mar 7, 2016PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$190,447,863
EDGAR ↗Mar 7, 2016Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$210,000,000
EDGAR ↗Mar 4, 2016PZENA INTERNATIONAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$14,479,705
EDGAR ↗Mar 10, 2015PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$129,650,000
EDGAR ↗Mar 10, 2015PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$359,484,581
EDGAR ↗Mar 10, 2015PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$180,447,863
EDGAR ↗Mar 10, 2015Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$200,000,000
EDGAR ↗Mar 5, 2015PZENA INTERNATIONAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$12,891,493
EDGAR ↗Jun 16, 2014Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$150,000,000
EDGAR ↗Mar 10, 2014Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$75,000,000
EDGAR ↗Mar 10, 2014PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$437,869,627
EDGAR ↗Mar 10, 2014PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$70,908,522
EDGAR ↗Mar 10, 2014PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$194,488,409
EDGAR ↗Mar 5, 2014PZENA INTERNATIONAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$17,166,713
EDGAR ↗Nov 20, 2013Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group TrustDPooled Investment FundIndefinite$0
EDGAR ↗Mar 6, 2013PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$436,599,438
EDGAR ↗Mar 6, 2013PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$70,908,522
EDGAR ↗Mar 6, 2013PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$194,488,409
EDGAR ↗Mar 6, 2013PZENA INTERNATIONAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$16,271,627
EDGAR ↗Mar 8, 2012PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$433,649,438
EDGAR ↗Mar 8, 2012PZENA INTERNATIONAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$16,271,627
EDGAR ↗Mar 7, 2012PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$433,149,438
EDGAR ↗Mar 7, 2012PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$433,149,438
EDGAR ↗Mar 7, 2012PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$433,149,438
EDGAR ↗Mar 7, 2012PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$70,908,522
EDGAR ↗Mar 7, 2012PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$194,488,409
EDGAR ↗Mar 7, 2012PZENA INTERNATIONAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$305,027,633
EDGAR ↗Mar 10, 2011PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$194,488,409
EDGAR ↗Mar 10, 2011PZENA INTERNATIONAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$305,027,633
EDGAR ↗Mar 10, 2011PZENA INTERNATIONAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$305,027,633
EDGAR ↗Mar 10, 2011PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$69,058,522
EDGAR ↗Mar 10, 2011PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$433,149,438
EDGAR ↗Mar 4, 2011PZENA INTERNATIONAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$16,071,627
EDGAR ↗Mar 12, 2010PZENA GLOBAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$15,593,241
EDGAR ↗Mar 12, 2010PZENA INTERNATIONAL VALUE SERVICE A SERIES OF PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$15,503,744
EDGAR ↗Feb 25, 2010PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$129,650,000
EDGAR ↗Feb 25, 2010PZENA INTERNATIONAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$257,219,778
EDGAR ↗Feb 25, 2010PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$47,997,863
EDGAR ↗Feb 25, 2010PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$346,695,684
EDGAR ↗Mar 13, 2009PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$15,103,704
EDGAR ↗Mar 13, 2009PZENA INVESTMENT MANAGEMENT INTERNATIONAL LLCD/APooled Investment FundIndefinite$15,570,865
EDGAR ↗Mar 2, 2009PZENA INTERNATIONAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$232,859,292
EDGAR ↗Mar 2, 2009PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$322,986,882
EDGAR ↗Feb 27, 2009PZENA INTERNATIONAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$129,650,000
EDGAR ↗Feb 27, 2009PZENA INTERNATIONAL VALUE FUND (DST), a series of Pzena Value TrustDPooled Investment FundIndefinite$322,986,882
EDGAR ↗Feb 27, 2009PZENA GLOBAL VALUE FUND (GT), a separate investment fund of Pzena Value Group TrustD/APooled Investment FundIndefinite$44,477,714
EDGAR ↗Feb 27, 2009PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value TrustD/APooled Investment FundIndefinite$232,859,292

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Mar 4, 2026. Industry history, as reported on each offering's latest filing: All 13 offerings reported: Pooled Investment Fund (2009–2023).

People across the group

NameRolesIssuers hereFirst → last listed
JG John P. GoetzExecutive Officer13Feb 27, 2009 → Mar 4, 2026
RP Richard S. PzenaExecutive Officer13Feb 27, 2009 → Mar 4, 2026
WL William L. LipseyExecutive Officer13Feb 27, 2009 → Mar 4, 2026
GB Gary J. BachmanExecutive Officer9Mar 2, 2017 → Feb 28, 2020
CC Chenyu Caroline CaiExecutive Officer7Mar 1, 2019 → Mar 4, 2026
EF Evan FireExecutive Officer7Dec 11, 2019 → Mar 4, 2026
JD Jessica DoranExecutive Officer7Mar 2, 2022 → Mar 4, 2026
AF Allison FischExecutive Officer7Mar 2, 2023 → Mar 4, 2026
MP Michael PetersonExecutive Officer7Feb 25, 2010 → Mar 2, 2018
CC Caroline CaiExecutive Officer6Mar 1, 2019 → Mar 4, 2026
AD Antonio DeSpiritoExecutive Officer6Feb 25, 2010 → Jun 16, 2014
LP L. Pzena Financial Services, LLC entityPromoter5Mar 10, 2015 → Mar 4, 2026
RK Rama Krishna entityExecutive Officer5Feb 27, 2009 → Mar 13, 2009
JP J. Pzena Financial Services, LLC entityPromoter3Nov 15, 2017 → Mar 4, 2026
LP L. Pzena Investment Management, LLC entityPromoter3Mar 2, 2020 → Mar 4, 2026
CP Caroline Pzena Investment Management, LLC entityPromoter2Apr 26, 2023 → Mar 4, 2026
JP J. Pzena Investment Management, LLC entityPromoter1Dec 17, 2018 → Mar 4, 2026
CP Chenyu Pzena Investment Management, LLC entityPromoter1Apr 26, 2023 → Mar 4, 2026
SP S. Pzena Financial Services, LLC entityPromoter1Dec 28, 2023 → Mar 4, 2026
MH Mark HeronExecutive Officer1Dec 28, 2023 → Mar 4, 2026
AS Antonio De SpiritoExecutive Officer1Mar 12, 2010 → Mar 12, 2010

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Pzena.

Meta advertising

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Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Pzena's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #39,105 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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