ST. DENIS J. VILLERE & CO., LLC
SEC RegisteredInvest Selectively
About the firm
Villere & Co. is a registered investment adviser and manages $1.4 billion in equity and fixed income strategies for high net-worth individuals, families, and institutional clients through customized managed accounts and mutual funds. From our headquarters in New Orleans, four generations of the Villere family have continuously served clients since 1911. The firm built its reputation by uncovering under-the-radar companies with potential for above-average growth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Separately managed accounts offering actively managed, customized portfolio solutions for high net worth individuals and institutional investors, and mutual funds providing access to Villere's investment approach at a lower entry point. The firm manages equity and fixed income strategies in-house using an active, concentrated portfolio strategy.
Who they serve
High net worth individuals, multi-generational families, charitable organizations, corporations, endowments, foundations and other nonprofits, pension plans, profit sharing plans, retirement accounts and plans, and trusts.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 133 | $73M |
| High Net Worth Individuals | 190 | $828M |
| State/Municipal Entities | 29 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5 million | 1.00% |
| $5 million to $10 million | 0.75% |
| Above $10 million | 0.50% |
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ST. DENIS J. VILLERE & CO., LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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