Pzena Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $81.4B in regulatory assets under management, 164 employees, and 245 accounts.
Assets Under Management
$81.4B
Employees
164
Offices
--
Total Clients
245
Primary office
NEW YORK, NY
320 PARK AVENUE, 8TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 21.6% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
21.6%
53
2
Corporations
18.4%
45
3
HNWI
14.7%
36
4
Government
11.8%
29
5
Pension Plans
9.4%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$81.4Bas of March 30, 2026
Discretionary98.9%
$80.6B
99% of total RAUM98.9%
Non-discretionary1.1%
$870M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$81.4B
Total Accounts245
10Y AUM Change+$50.0B (+159.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees164
Clients per Employee1:1
10Y Employee Change+63 (+62.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.