DEPRINCE, RACE & ZOLLO, INC.
CRD #112099 SEC #801-48779 WINTER PARK, FL 407-420-9903
SEC Registered Private Funds
Total AUM
$5.5B
Discretionary
$5.5B
Employees
30
Clients
--
Accounts
81
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.5B | $5.5B | $0 | 30 | 15 |
| Mar 2024 | $4.8B | $4.8B | $0 | 31 | 14 |
| Mar 2023 | $4.8B | $4.8B | $0 | 31 | 12 |
| Mar 2022 | $4.3B | $4.3B | $0 | 29 | 12 |
| Aug 2021 | $3.4B | $3.4B | $0 | 30 | 6 |
| Mar 2021 | $3.4B | $3.4B | $0 | 30 | 6 |
| Mar 2021 | $3.4B | $3.4B | $0 | 30 | 6 |
| Mar 2020 | $3.6B | $3.6B | $0 | 33 | 6 |
| Mar 2019 | $3.9B | $3.9B | $0 | 35 | 5 |
| May 2018 | $4.8B | $4.8B | $0 | 38 | 3 |
| Mar 2018 | $4.8B | $4.8B | $0 | 38 | 3 |
| Mar 2017 | $5.6B | $5.6B | $0 | 42 | 26 |
| Mar 2016 | $5.8B | $5.8B | $0 | 46 | 26 |
| May 2015 | $7.9B | $7.9B | $0 | 47 | 106 |
| Mar 2015 | $7.9B | $7.9B | $0 | 47 | 106 |
| Dec 2014 | $8.5B | $8.5B | $0 | 48 | 103 |
| Sep 2014 | $8.5B | $8.5B | $0 | 48 | 103 |
| Jun 2014 | $8.5B | $8.5B | $0 | 48 | 103 |
| Mar 2014 | $8.5B | $8.5B | $0 | 48 | 103 |
| Apr 2013 | $6.8B | $6.8B | $0 | 40 | 102 |
| Nov 2012 | $6.2B | $6.2B | $0 | 38 | 103 |
| Jun 2012 | $6.2B | $6.2B | $0 | 11 | 103 |
| Jun 2012 | $6.2B | $6.2B | $0 | 11 | 103 |
| Mar 2012 | $6.6B | $6.6B | $0 | 11 | 102 |
| Apr 2011 | $5.8B | $5.8B | $0 | -- | -- |
| Jun 2010 | $4.9B | $4.9B | $0 | -- | -- |
| Jan 2010 | $4.9B | $4.9B | $0 | -- | -- |
| Sep 2009 | $3.1B | $3.1B | $0 | -- | -- |
| Mar 2008 | $5.2B | $5.2B | $0 | -- | -- |
| Mar 2007 | $5.4B | $5.4B | $0 | -- | -- |
| Jan 2007 | $4.9B | $4.9B | $0 | -- | -- |
| Feb 2006 | $4.9B | $4.9B | $0 | -- | -- |
| May 2004 | $3.4B | $3.4B | $0 | -- | -- |
| Mar 2004 | $3.4B | $3.4B | $0 | -- | -- |
| Mar 2002 | $1.8B | $1.8B | $0 | -- | -- |
| Oct 2001 | $1.7B | $1.7B | $0 | -- | -- |
DateMar 2025
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees30
Clients15
DateMar 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees31
Clients14
DateMar 2023
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees31
Clients12
DateMar 2022
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees29
Clients12
DateAug 2021
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees30
Clients6
DateMar 2021
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees30
Clients6
DateMar 2021
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees30
Clients6
DateMar 2020
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees33
Clients6
DateMar 2019
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees35
Clients5
DateMay 2018
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees38
Clients3
DateMar 2018
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees38
Clients3
DateMar 2017
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees42
Clients26
DateMar 2016
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees46
Clients26
DateMay 2015
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees47
Clients106
DateMar 2015
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees47
Clients106
DateDec 2014
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees48
Clients103
DateSep 2014
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees48
Clients103
DateJun 2014
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees48
Clients103
DateMar 2014
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees48
Clients103
DateApr 2013
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees40
Clients102
DateNov 2012
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees38
Clients103
DateJun 2012
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees11
Clients103
DateJun 2012
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees11
Clients103
DateMar 2012
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees11
Clients102
DateApr 2011
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--