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Pzena Financial Services, LLC

Private fund marketer or placement agent · 7 private funds on SEC Form ADV

Advisers' Form ADV filings name Pzena Financial Services, LLC as marketer or placement agent to 7 private funds. It ranks No. 500 of 775 marketers and placement agents by number of private funds served.

Rankings

Funds served, by type

  • Other private funds4
  • Hedge funds3

Where its clients are

State of the funds' U.S. advisers.

  • New York7

Where the funds are organized

  • United States6
  • Cayman Islands1

Private funds that name Pzena Financial Services, LLC (2 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
Pzena International (Ex U.S.) Focused Value Fund (Dst)
Delaware, United StatesPrivate fund
Gross assets$78.0M
Minimum$5.0M
Owners4
AdviserPzena Investment Management LLC
Pzena Focused Credit Opportunities Master Fund, LP
Cayman IslandsHedge fund
Gross assets$33.3M
Minimum$5.0M
Owners9
AdviserPzena Investment Management LLC

5 more funds name Pzena Financial Services, LLC: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.

Names as filed

Pzena Financial Services, LLC

From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.