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SEC Form D · Amendment · filed March 3, 2021

PZENA GLOBAL VALUE FUND (DST), a series of Pzena Value Trust

Offering

—

Sold

$367.9M

Exemption

Rule 506(b)

Industry

Pooled Investment Fund

Location

NEW YORK, NY

Type

Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (20)

John P. Goetz · New York, NYExec William L. Lipsey · New York, NYExec Caroline L. Cai · New York, NYExec Richard S. Pzena · New York, NYExec Evan L. Fire · New York, NYExec L. Pzena Financial Services, Llc · New York, NYPromoter L. Pzena Investment Management, Llc · New York, NYPromoter RCG MFI Partners, LLC · New York, NYExec Paul Parhar · Kirkland, WAExec Bradley Chun · New York, NYExec Matthew Knoedler · Golden, COExec Trent Dawson · Kirkland, WAExec L. Pzena Financial Services, Llc · New York, NYPromoter Peter D. Moran · Philadelphia, PAExec Kimberley A. Hocker · Philadelphia, PAExec Kirsten A. Hocker · Philadelphia, PAExec Keith Byers · Albion, CAExec Heather Paulsen · Albion, CAExec L. Pzena Financial Services, Llc · New York, NYPromoter L. Pzena Investment Management, Llc · New York, NYPromoter

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗