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| Keyboard |
| St Denis J Villere & Co LLC
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|---|---|
| CRD # | 105159 |
| SEC # | 801-702 |
| CIK # | |
| AUM | 1,397.8 M (2026-05-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 504-525-0808 |
| Address | 601 Poydras Street, Suite 1808 New Orleans, LA 70130-6308 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 0.1 |
| (b) Individuals (high net worth individuals) | 190 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 29 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 498 | 1.4 |
| By Discretionary | ||
| Discretionary | 494 | 1.4 |
| Non-Discretionary | 4 | 0.0 |
| Total | 498 | 1.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.4 | |
| Total | 498 | 1.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.9B |
| Serves | Institutional, Retail |
| LEI | 254900H0DUWH13P0DM46 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 1,400.9 M |
|
Pivot Capital Partners LLC
✚
|
IL | 1,400.0 M |
|
Verity and Verity LLC
✚
|
SC | 1,399.6 M |
|
Laurel Oak Wealth Management LLC
✚
|
NJ | 1,399.3 M |
|
Asset Advisors Investment Management LLC
✚
|
GA | 1,399.0 M |
|
Matrix Asset Advisors Inc
✚
|
NY | 1,397.5 M |
|
Trustmont Advisory Group Inc
✚
|
PA | 1,395.3 M |
|
Marietta Wealth Management LLC
✚
|
GA | 1,394.5 M |
|
Inspirion Wealth Advisors LLC
✚
|
IL | 1,394.3 M |
|
Syntegra Private Wealth Group LLC
✚
|
MO | 1,393.1 M |