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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-1940
- Office Locations
- 1
Office Locations
About St. Denis J. Villere & Co., LLC
Villere & Co. (New Orleans) provides customized, actively managed portfolios for high net worth individuals, multi-generational families, and institutional investors. The firm invests selectively and independently with a disciplined, concentrated process, delivered through separately managed accounts and the Villere Funds mutual funds, with a focus on personalization, transparency, and tax efficiency. Partners invest alongside clients.
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Owner & Executives
LAMAR G VILLERE
Partner, Portfolio Manager
- CRD
- #2937434
- Ownership
- 25% but less than 50%
STDENIS JULIEN VILLERE III
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- CRD
- #2917584
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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ST DENIS JULIEN VILLERE
Partner
- CRD
- #454819
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,363,848,645 | $2,760,827 |
| Non-Discretionary | $33,972,259 | $8,493,065 |
| Total | $1,397,820,904 | $2,806,869 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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