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DEPRINCE, RACE & ZOLLO, INC.
WINTER PARK, FL
407-420-9903
SEC #801-48779Total AUM
$5.9B
Employees
27Clients
80Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
250 PARK AVENUE SOUTH
SUITE 250
WINTER PARK
FL 32789
United States
SUITE 250
WINTER PARK
FL 32789
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
407-420-9903
Financials
Total AUM
$5.9B
Accounts
80Discretionary
$5.9B
Accounts
80Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
2AUM
$3.6M
Investment Company Clients
1AUM
$721M
Pooled Vehicle Clients
5AUM
$777.9M
Pension/Profit Sharing Plan Clients
28AUM
$2.6B
Charitable Organization Clients
7AUM
$102.2M
Government Entity Clients
33AUM
$1.5B
Corporation or Business Clients
4AUM
$189.6M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PERIODICALLY PROVIDE PORTFOLIO MODEL UPDATES TO OTHER ADVISERS FOR A FEE.
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFLNEOKTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.