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PZENA VALUE GROUP TRUST

Company Details

Name: PZENA VALUE GROUP TRUST
Jurisdiction: New York
Legal type: FOREIGN DESIGNATION OF THE SECRETARY OF STATE
Status: Recorded
Date of registration: 13 Jun 2006 (19 years ago)
Date of dissolution: 13 Jun 2006
Entity Number: 3375572
County: Blank
Place of Formation: Illinois

Central Index Key

CIK number Mailing Address Business Address Phone
0001366670 120 West 45th St., 20th Floor, New York, NY, 10036 120 West 45th St., 20th Floor, New York, NY, 10036 212-355-1600

Filings since 2006-06-15
Form type REGDEX
File number 021-91184
Filing date 2006-06-15
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PZENA EMERGING MARKETS FOCUSED VALUE FUND GT 2021 467032749 2022-08-10 PZENA VALUE GROUP TRUST No data
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-09
Business code 523900
Sponsor’s telephone number 6463448440
Plan sponsor’s mailing address 320 PARK AVE, 8TH FLOOR, NEW YORK, NY, 100226815
Plan sponsor’s address FL8, 320 PARK AVE, NEW YORK, NY, 100226815
PZENA EMERGING MARKETS FOCUSED VALUE FUND GT 2020 467032749 2021-07-12 PZENA VALUE GROUP TRUST 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-09
Business code 523900
Sponsor’s telephone number 6463448440
Plan sponsor’s mailing address FL8, 320 PARK AVE, NEW YORK, NY, 100226815
Plan sponsor’s address FL8, 320 PARK AVE, NEW YORK, NY, 100226815

Number of participants as of the end of the plan year
Active participants 2

Signature of
Role Plan administrator
Date 2021-07-12
Name of individual signing STEVEN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
PZENA EMERGING MARKETS FOCUSED VALUE FUND GT 2019 467032749 2020-07-24 PZENA VALUE GROUP TRUST 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-09
Business code 523900
Sponsor’s telephone number 6463448440
Plan sponsor’s DBA name PZENA INVESTMENT MANAGEMENT LLC
Plan sponsor’s mailing address FL8, 320 PARK AVE, NEW YORK, NY, 100226815
Plan sponsor’s address FL8, 320 PARK AVE, NEW YORK, NY, 100226815

Number of participants as of the end of the plan year
Active participants 2

Signature of
Role Plan administrator
Date 2020-07-24
Name of individual signing STEVEN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
PZENA GLOBAL VALUE FUND GT 2019 467082076 2020-07-24 PZENA VALUE GROUP TRUST 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 6463448440
Plan sponsor’s DBA name PZENA INVESTMENT MANAGEMENT LLC
Plan sponsor’s mailing address 320 PARK AVE FL 8, NEW YORK, NY, 100226815
Plan sponsor’s address 320 PARK AVE FL 8, NEW YORK, NY, 100226815

Number of participants as of the end of the plan year
Active participants 0

Signature of
Role Plan administrator
Date 2020-07-24
Name of individual signing STEVEN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
PZENA INTERNATIONAL VALUE FUND GT 2019 306246820 2020-07-24 PZENA VALUE GROUP TRUST 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-03-01
Business code 523900
Sponsor’s telephone number 6463448440
Plan sponsor’s DBA name PZENA INVESTMENT MANAGEMENT LLC
Plan sponsor’s mailing address 320 PARK AVE FL 8, NEW YORK, NY, 100226815
Plan sponsor’s address 320 PARK AVE FL 8, NEW YORK, NY, 100226815

Number of participants as of the end of the plan year
Active participants 0

Signature of
Role Plan administrator
Date 2020-07-24
Name of individual signing STEVEN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
PZENA GLOBAL VALUE FUND GT 2018 467082076 2019-06-25 PZENA VALUE GROUP TRUST 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 2125830225
Plan sponsor’s mailing address FL8, 320 PARK AVE, NEW YORK, NY, 100226815
Plan sponsor’s address FL8, 320 PARK AVE, NEW YORK, NY, 100226815

Number of participants as of the end of the plan year
Active participants 1

Signature of
Role Plan administrator
Date 2019-06-25
Name of individual signing STEVEN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
PZENA EMERGING MARKETS FOCUSED VALUE FUND GT 2018 467032749 2019-06-25 PZENA VALUE GROUP TRUST 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-09
Business code 523900
Sponsor’s telephone number 2125830225
Plan sponsor’s mailing address 320 PARK AVE, NEW YORK, NY, 100226815
Plan sponsor’s address 320 PARK AVE, NEW YORK, NY, 100226815

Number of participants as of the end of the plan year
Active participants 2
PZENA INTERNATIONAL VALUE FUND GT 2018 306246820 2019-06-25 PZENA VALUE GROUP TRUST 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-03-01
Business code 523900
Sponsor’s telephone number 2125830225
Plan sponsor’s mailing address FL8, 320 PARK AVE, NEW YORK, NY, 100226815
Plan sponsor’s address FL8, 320 PARK AVE, NEW YORK, NY, 100226815

Number of participants as of the end of the plan year
Active participants 1
PZENA INTERNATIONAL VALUE FUND GT 2017 306246820 2018-06-26 PZENA VALUE GROUP TRUST 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-03-01
Business code 523900
Sponsor’s telephone number 2125830225
Plan sponsor’s mailing address 320 PARK AVE FL 8, NEW YORK, NY, 100226815
Plan sponsor’s address 320 PARK AVE FL 8, NEW YORK, NY, 100226815

Number of participants as of the end of the plan year
Active participants 2
PZENA GLOBAL VALUE FUND GT 2017 467082076 2018-06-26 PZENA VALUE GROUP TRUST 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 2125830225
Plan sponsor’s mailing address 320 PARK AVE # FL8, NEW YORK, NY, 100226815
Plan sponsor’s address 320 PARK AVE # FL8, NEW YORK, NY, 100226815

Number of participants as of the end of the plan year
Active participants 1

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 28 Mar 2025

Sources: New York Secretary of State

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