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SEC Form D · Amendment · filed March 4, 2025

Pzena Global Value Fund 2 (DST), a series of Pzena Value Trust

Offering

—

Sold

$225.0M

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)

Richard S. Pzena · New York, NYExec William L. Lipsey · New York, NYExec Caroline L. Cai · New York, NYExec John P. Goetz · New York, NYExec Allison L. Fisch · New York, NYExec Evan L. Fire · New York, NYExec Jessica L. Doran · New York, NYExec L. Pzena Financial Services, Llc · New York, NYPromoter L. Pzena Investment Management, Llc · New York, NYPromoter Bradley Chun · New York, NYExec Paul Parhar · Kirkland, WAExec Trent Dawson · Kirkland, WAExec Steven Schwartz · NEW YORK, NYExec Matthew Knoedler · Golden, COExec Evan Meador · Chicago, ILExec RCG MFI Partners, LLC · New York, NYExec 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 Nicholas Yu · San Francisco, CAExec Charles Woolnough · Castletown, Y8Exec L. Pzena Financial Services, Llc · New York, NYPromoter L. Pzena Investment Management, Llc · New York, NYPromoter

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