WINTER PARK, FLCRD 112099Latest ADV March 31, 2026
Deprince, Race & Zollo, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 31, 2026, reports $5.9B in regulatory assets under management, 27 employees, and 80 accounts.
Assets Under Management
$5.9B
Employees
27
Offices
--
Total Clients
80
Primary office
WINTER PARK, FL
250 PARK AVENUE SOUTH, SUITE 250, WINTER PARK, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentGovernment represent 41.3% of total clients.
Top client categories% of clientsClients
1
Government
41.3%
33
2
Pension Plans
35.0%
28
3
Charitable
8.8%
7
4
Pooled Investment Vehicles
6.3%
5
5
Corporations
5.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.9Bas of March 31, 2026
Discretionary100.0%
$5.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.9B
Total Accounts80
10Y AUM Change+$326M (+5.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee3:1
10Y Employee Change-15 (-35.7%)
* 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.