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SEC Form D · Amendment · filed March 4, 2024

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

Offering
Sold
$368.9M
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 (26)

John P. Goetz · New York, NYExecJessica L. Doran · New York, NYExecRichard S. Pzena · New York, NYExecWilliam L. Lipsey · New York, NYExecAllison L. Fisch · New York, NYExecEvan L. Fire · New York, NYExecCaroline L. Cai · New York, NYExecL. Pzena Financial Services, Llc · New York, NYPromoterL. Pzena Investment Management, Llc · New York, NYPromoterSteven Schwartz · NEW YORK, NYExecTrent Dawson · Kirkland, WAExecEvan Meador · Chicago, ILExecMatthew Knoedler · Golden, COExecRCG MFI Partners, LLC · New York, NYExecBradley Chun · New York, NYExecPaul Parhar · Kirkland, WAExecL. Pzena Financial Services, Llc · New York, NYPromoterPeter D. Moran · Philadelphia, PAExecKimberley A. Hocker · Philadelphia, PAExecKirsten A. Hocker · Philadelphia, PAExecKeith Byers · Albion, CAExecHeather Paulsen · Albion, CAExecNicholas Yu · San Francisco, CAExecCharles Woolnough · Castletown, Y8ExecL. Pzena Financial Services, Llc · New York, NYPromoterL. Pzena Investment Management, Llc · New York, NYPromoter

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