← Back to searchVisit website
DEPRINCE, RACE & ZOLLO, INC.
CRD 112099 · SEC 801-48779
250 PARK AVENUE SOUTH, SUITE 250, WINTER PARK, FL, 32789, United States
Phone
407-420-9903
Fax
407-841-8778
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.89B
Discretionary AUM
$5.89B
Team
27 total employees; 14 advisory reps; 18 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)PERIODICALLY PROVIDE PORTFOLIO MODEL UPDATES TO OTHER ADVISERS FOR A FEE.
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $3.6M |
| Investment companies | 1 | $721.0M |
| Pooled investment vehicles | 5 | $777.9M |
| Pension/profit sharing plans | 28 | $2.57B |
| Charitable organizations | 7 | $102.2M |
| State/municipal entities | 33 | $1.53B |
| Corporations/business entities | 4 | $189.6M |
States served
CA, NE, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD