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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Pzena Investment Management

$80.6B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($4.53B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Venture Capital, Growth Equity, Real Assets (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
28
5 Open Source Trails Below
Sum of Disclosed Rows
$4.53B
Total AUM: $80.6B
Median Disclosed Amount
$103.0M
Range: $15.0M – $504.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/28)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Pzena Investment Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Silver Lake Technology Investors VIIIAdviser 7.B Vehicle Buyout 2025
$116.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
StepStone NJ Real Assets SMA, L.P.Adviser 7.B Vehicle Real Assets 2025
$103.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Opportunities Partners VI (A), LPAdviser 7.B Vehicle Private Credit 2025
$86.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Growth Partners (A), LPAdviser 7.B Vehicle Growth Equity 2025
$80.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Agriculture Partners IAdviser 7.B Vehicle Private Credit 2025
$28.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Pzena Investment Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Pzena Investment Management (OCIO / Wealth RIA, $80.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.2% Actual; $2,256.0M Unallocated Target Bandwidth). SEC Form ADV (801-50838, CRD #106847) verified $80.57B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Pzena Investment Management

889 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Pzena Investment Management (28 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 15 Shared Vehicles

Golden Isles Cape May Lindqvist Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Silver Lake Technology Investors VIII (2025 Vintage)
Pzena Investment Management: $116.5M · SEC Form ADV 7.B
Golden Isles Cape May Lindqvist Mutual & Casualty Insurance General Account: $109.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sixth Street Opportunities Partners VI (A), LP (2025 Vintage) · Sixth Street Growth Partners (A), LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 15 Shared Vehicles

Hillsborough Blackfoot Winchester Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street Opportunities Partners VI (A), LP (2025 Vintage)
Pzena Investment Management: $86.0M · SEC Form ADV 7.B
Hillsborough Blackfoot Winchester Institutional Outsourced CIO & Wealth Advisory: $79.8M · SEC Form ADV 7.B

Additional shared vehicles: Silver Lake Technology Investors VIII (2025 Vintage) · Sixth Street Growth Partners (A), LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 14 Shared Vehicles

Vaduz Liechtenstein Conestoga Sovereign Strategic Investment Fund

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
StepStone NJ Real Assets SMA, L.P. (2025 Vintage)
Pzena Investment Management: $103.0M · SEC Form ADV 7.B
Vaduz Liechtenstein Conestoga Sovereign Strategic Investment Fund: $30.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sixth Street Opportunities Partners VI (A), LP (2025 Vintage) · Sixth Street Growth Partners (A), LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+886 Additional Institutional LPs Report Shared Vehicles with Pzena Investment Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 28 total tracked records for Pzena Investment Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (889 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Pzena Investment Management

Private Credit LPs →Buyout LPs →Venture Capital LPs →Growth Equity LPs →Real Assets LPs →

Frequently Asked Questions: Pzena Investment Management

What type of institutional allocator is Pzena Investment Management and what is their typical disclosed ticket size?

Pzena Investment Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 28 historical disclosure records tracked on Prilago ($4.53B total parsed USD across disclosed rows), the median disclosed amount is $103.0M (range: $15.0M to $504.1M).

Which private-market strategies appear in Pzena Investment Management's public disclosures?

Pzena Investment Management has disclosed records across Private Credit, Buyout, Venture Capital, Growth Equity, Real Assets. Open preview records include Silver Lake Technology Investors VIII (2025 Vintage), StepStone NJ Real Assets SMA, L.P. (2025 Vintage), Sixth Street Opportunities Partners VI (A), LP (2025 Vintage), Sixth Street Growth Partners (A), LP (2025 Vintage).

How are Pzena Investment Management's historical records substantiated and separated from active searches on Prilago?

Records for Pzena Investment Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Pzena Investment Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/pzena-investment-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Pzena Investment Management?

In Prilago's bilateral commitment graph, Pzena Investment Management shares resolved underlying fund vehicles with 889 institutional LPs across 28 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Golden Isles Cape May Lindqvist Mutual & Casualty Insurance General Account (15 shared vehicles, e.g. Silver Lake Technology Investors VIII (2025 Vintage)), Hillsborough Blackfoot Winchester Institutional Outsourced CIO & Wealth Advisory (15 shared vehicles, e.g. Sixth Street Opportunities Partners VI (A), LP (2025 Vintage)), Vaduz Liechtenstein Conestoga Sovereign Strategic Investment Fund (14 shared vehicles, e.g. StepStone NJ Real Assets SMA, L.P. (2025 Vintage)).

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