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

CIK: 0001761176·Pooled Investment Fund·NEW YORK, NY·Business Trust

Reported Sold

$100,000,000

Total Filings

8

Identified Offerings

1

Last Filed

Mar 4, 2026

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 7 unlinked amendments excluded.

About

Company in Pooled Investment Fund industry

Filing History

Amendment insights

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Comparable issuers

Company Info

Entity Type: Business Trust

View on SEC EDGAR

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Offering filing timeline

Mar 4, 2026Form D/A — Amendment

Reported sold: $225,000,000 · Target: Indefinite

Rule 506(b)·2 investors·Section 3(c), Section 3(c)(7)

Mar 4, 2025Form D/A — Amendment

Reported sold: $225,000,000 · Target: Indefinite

Rule 506(b)·2 investors·Section 3(c), Section 3(c)(7)

Mar 4, 2024Form D/A — Amendment

Reported sold: $225,000,000 · Target: Indefinite

Rule 506(b)·2 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors, Sales commissions

Mar 2, 2023Form D/A — Amendment

Reported sold: $100,000,000 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Dec 13, 2022Form D/A — Amendment

Reported sold: $100,000,000 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Dec 16, 2021Form D/A — Amendment

Reported sold: $100,000,000 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Dec 16, 2020Form D/A — Amendment

Reported sold: $100,000,000 · Target: Indefinite

No verified predecessor available.

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Dec 17, 2018Form D — New notice

Reported sold: $100,000,000 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

2

Revenue Range

—

Reported commissions across identified offerings

$0

Amendment Rate

88%

Latest reported sold across 1 identified offering

$100,000,000

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

7 unlinked amendments excluded.

Key People

RS

Richard S. Pzena

Related Person

Appears on 8 filings

PI

Pzena Investment Management, LLC

Related Person

Appears on 8 filings

WL

William L. Lipsey

Related Person

Appears on 8 filings

JP

Related Person

Appears on 8 filings

PF

Pzena Financial Services, LLC

Related Person

Appears on 8 filings

CC

Related Person

Appears on 7 filings

EF

Related Person

Appears on 7 filings

JD

Related Person

Appears on 5 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Mar 4, 2026	Amendment	Indefinite	$225,000,000	2
Mar 4, 2025	Amendment	Indefinite	$225,000,000	2
Mar 4, 2024	Amendment	Indefinite	$225,000,000	2
Mar 2, 2023	Amendment	Indefinite	$100,000,000	1
Dec 13, 2022	Amendment	Indefinite	$100,000,000	1
Dec 16, 2021	Amendment	Indefinite	$100,000,000	1
Dec 16, 2020	Amendment	Indefinite	$100,000,000	1
Dec 17, 2018	New	Indefinite	$100,000,000	1