Private Asset Management Inc
- Assets, Funds, Holdings
| Private Asset Management Inc
|
| CRD # | 108815 |
| SEC # | 801-52507 |
| CIK # | 0002015850, 0001608376, 0001882673, 0001026200, 0001511550 |
| AUM |
109.5 M (2026-04-30)
|
| Employees |
4 (100% Investors, 0% Brokers)
|
| Phone | 425-213-1600 |
| Address | 4040 Lake Washington Blvd NE
Kirkland, WA 98033 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
20
|
8.4 |
| (b) Individuals (high net worth individuals) |
40
|
101.1 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (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 |
0 |
0.0 |
| (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 |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
177 |
109.5 |
| By Discretionary |
| Discretionary |
120 |
79.6 |
| Non-Discretionary |
57 |
29.9 |
| Total |
177 |
109.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
109.5 |
| Total |
177 |
109.5 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.7B |
| Serves | Retail, Research |
| Fund Types | Real Estate |
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