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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 21, 2025 and May 27, 2026, reported AUM decreased 8.7%, from $1.5B to $1.4B.
Across 5 reported observations, AUM decreased 36.6% between March 21, 2022 and May 27, 2026, from $2.2B to $1.4B.
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 4 advisory representatives and 381 clients, or 95.3 clients per representative. That equates to $3.7M in reported AUM per client.
The profile lists 1 reported office location and 85 years in operation. The source data was last updated on May 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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- Technology
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The full St. Denis J. Villere & Co., LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LAMAR G VILLERE
Partner, Portfolio Manager
- CRD
- #2937434
- Ownership
- 25% but less than 50%
STDENIS JULIEN VILLERE III
Partner & Portfolio Manager
- 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
SMA allocation detail is available
St. Denis J. Villere & Co., LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
St. Denis J. Villere & Co., LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.