# Pzena Global Value Fund 2 (DST), a series of Pzena Value Trust — Form D

Pzena Global Value Fund 2 (DST), a series of Pzena Value Trust of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2018-12-17. $100.0M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2018-12-17
- Form: D
- Accession: 0001393725-18-000109
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $100.0M
- Investors: 1
- Date of first sale: 2018-12-03
- Security types: fund interests
- SEC file number: 021-328163

## Issuer

- Name: Pzena Global Value Fund 2 (DST), a series of Pzena Value Trust
- CIK: 0001761176
- Entity type: Business Trust
- Jurisdiction: DELAWARE
- Incorporated: 2018
- Address: C/O PZENA INVESTMENT MANAGEMENT, LLC, NEW YORK, NY, 10022
- Phone: 212-355-1600

## Officers, directors & promoters (23)

| Name | Role | Location |
| --- | --- | --- |
| William L Lipsey | Executive Officer | New York, NY |
| Richard S Pzena | Executive Officer | New York, NY |
| John P Goetz | Executive Officer | New York, NY |
| N/a L Pzena Financial Services, LLC | Promoter | New York, NY |
| Allison L Fisch | Executive Officer | New York, NY |
| Evan L Fire | Executive Officer | New York, NY |
| Caroline L Cai | Executive Officer | New York, NY |
| N/A L Pzena Investment Management, LLC | Promoter | New York, NY |
| Jessica L Doran | Executive Officer | New York, NY |
| N/a J Pzena Financial Services, LLC | Promoter | New York, NY |
| N/A J Pzena Investment Management, LLC | Promoter | New York, NY |
| Caroline J Cai | Executive Officer | New York, NY |
| Evan J Fire | Executive Officer | New York, NY |
| Gary J Bachman | Executive Officer | — |
| Richard S. Pzena | Executive Officer | New York, NY |
| John P. Goetz | Executive Officer | New York, NY |
| William L. Lipsey | Executive Officer | New York, NY |
| Jessica L. Doran | Executive Officer | New York, NY |
| N/A L. Pzena Investment Management, LLC | Promoter | New York, NY |
| N/A L. Pzena Financial Services, LLC | Promoter | New York, NY |
| Allison L. Fisch | Executive Officer | New York, NY |
| Caroline L. Cai | Executive Officer | New York, NY |
| Evan L. Fire | Executive Officer | New York, NY |

## Other filings by this issuer (8)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-03-04](https://search.stillhousedata.com/formd/0002081111-26-000065) | D/A | — | $225.0M |
| [2025-03-04](https://search.stillhousedata.com/formd/0001393725-25-000063) | D/A | — | $225.0M |
| [2024-03-04](https://search.stillhousedata.com/formd/0001393725-24-000086) | D/A | — | $225.0M |
| [2023-03-02](https://search.stillhousedata.com/formd/0001393725-23-000044) | D/A | — | $100.0M |
| [2022-12-13](https://search.stillhousedata.com/formd/0001393725-22-000242) | D/A | — | $100.0M |
| [2021-12-16](https://search.stillhousedata.com/formd/0001393725-21-000174) | D/A | — | $100.0M |
| [2020-12-16](https://search.stillhousedata.com/formd/0001393725-20-000140) | D/A | — | $100.0M |
| [2019-12-11](https://search.stillhousedata.com/formd/0001393725-19-000134) | D/A | — | $100.0M |

## More

- [CIK 1761176 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1761176&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001393725-18-000109.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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