Manager · Valuequest Advisers, LLC
Richard S. Pzena
CRD 1496566 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Valuequest Advisers, LLC, an SEC-registered private fund adviser based in New York, NY with $401 million in regulatory assets, lists Richard S. Pzena on its Form ADV as Manager, a control person. The SEC filings also name Richard at 1 other registered adviser.
Firms and roles
- Valuequest Advisers, LLCManagerPrivate fund adviser · New York, NY · $401M in regulatory assets
- Pzena Investment Management LLCChairman; Co-Chief Investment OfficerAsset manager · New York, NY · $81B in regulatory assets
AtlasMembers
Richard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1996 (30 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Richard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- William L. LipseyManager, Valuequest Advisers, LLC
- Daren TedeschiChief Compliance Officer and Director, Valuequest Advisers, LLC
- John P. GoetzManager, Valuequest Advisers, LLC
- Jessica R. DoranChief Financial Officer, Pzena Investment Management LLC
- Chenyu C. CaiChief Executive Officer, Pzena Investment Management LLC
4 more people named with Richard on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.