# ST. DENIS J. VILLERE & CO.

ST. DENIS J. VILLERE & CO. is an Asset Manager based in New Orleans, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New Orleans, United States
- **Region:** North America
- **Address:** New Orleans, LA, United States
- **Founded:** 1911
- **Assets under management:** Undisclosed
- **Website:** stdv.com

## Regulatory record

- **CRD number:** 105159
- **SEC file number:** 801-702
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105159

## About

ST. DENIS J. VILLERE & CO., LLC is an SEC-registered investment adviser in NEW ORLEANS, LA, since 1940. The firm manages $1.4 billion in assets. It has 5 employees and 4 investment advisers.

## Sectors

- Financial Services
- Energy
- Consumer Goods
- Healthcare
- Technology
- Industrial Goods

## People

- George V. Young — President & Portfolio Manager
- Royal S. Marks III — Vice President & Portfolio Manager

## Questions

### Does the firm manage a mutual fund, and what is its track record?

Yes. The Villere Balanced Fund (ticker VILBX) launched in 1999 and combines equities with fixed-income holdings. Morningstar has recognized the fund multiple times for its long-term risk-adjusted performance relative to peers. The fund held approximately $130 million in assets as of early 2024 (per SEC filings, 2024).

### Who currently leads the investment team at Villere?

George V. Young serves as President and Portfolio Manager, and Royal S. Marks III serves as Vice President and Portfolio Manager. They lead a small, centralized team from the firm's single office in New Orleans. The firm is no longer directly managed by the Villere family but continues the founder's investment counsel tradition.

### How does Villere source investment ideas given its single-city footprint?

Villere sources through bottom-up, fundamental analysis rather than broker-dealer networks or investment-banking pipelines. The firm's long tenure in the South gives it familiarity with regional banks, energy infrastructure companies, and local industrials that larger coastal managers often overlook. Idea generation is grounded in publicly available filings, management meetings, and a multi-decade institutional memory.

## Related profiles

- [Bristol Group](https://altss.com/profile/bristol-group-inc)
- [Boyar Asset Management](https://altss.com/profile/boyar-asset-management-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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