Private Management Group Inc

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Private Management Group Inc ✚
CRD #	104707
SEC #	801-28023
CIK #	0001051042, 0001728896, 0001142031, 0001633071, 0001428242, 0001860140, 0001632554, 0001704609
AUM	$3.5 BB (2023-03-27)
Employees	15 (100% Investors, 0% Brokers)
Phone	949-752-7500
Address	15635 Alton Parkway Irvine, CA 92618
Source	[IAPD] [EDGAR] [Website]

Total AUM ($BB) Copy

CIK	Period
0001051042 0001728896 0001142031 0001633071 0001428242 0001860140 0001632554 0001704609
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	Third Point Reinsurance Ltd	890.5	56.8
	Penske Automotive Group Inc	8,405.7	55.9
	Valero Energy Corp/Tx	47,441.2	55.8
	J P Morgan Chase & Co	340,169.2	48.4
	Owens Illinois Inc /DE/	2,293.2	48.4
	Leucadia National Corp	6,766.0	46.1
	Molson Coors Brewing Co	12,094.1	42.8
	Fedex Corp	62,226.1	39.5
	Bank of New York Mellon Corp	34,622.2	36.8
	Telephone & Data Systems Inc /DE/	1,816.3	35.1
	Vontier Corp	3,717.6	34.9
	Gilead Sciences Inc	78,030.8	34.8
	Comcast Corp	175,303.0	33.1
	Albertsons Companies Inc	15,102.5	32.5
	Andersons Inc	1,118.1	31.6
	PBF Energy Inc	4,115.4	30.9
	CNA Financial Corp	12,225.2	30.6
	California Resources Corp	3,175.1	30.3
	AutoNation Inc	6,754.6	30.3
	Prosperity Bancshares Inc	6,370.7	28.8
	Verizon Communications Inc	211,914.0	27.1
	Westrock Co	10,275.6	27.0
	Nexstar Broadcasting Group Inc	6,720.0	26.9
	Organon & Co	8,824.0	26.2
	Ardmore Shipping Corp	256.5	26.2
	Coca-Cola European Partners PLC	23,835.3	25.1
	Alphabet Inc	1,475,138.5	24.5
	Piedmont Office Realty Trust Inc	1,677.3	24.4



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AUM Breakdown	Accounts	AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals)	2,273	0.6
(b) Individuals (high net worth individuals)	769	2.6
(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	143	0.2
(h) Charitable organizations	31	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	35	0.1
(n) Other	0	0.0
Total	6,222	3.5
By Discretionary
Discretionary	6,222	3.5
Non-Discretionary	0	0.0
Total	6,222	3.5
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		3.5
Total	6,222	3.5

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Private Management Group Inc	Five Point Holdings LLC	[2023-02-07]
Private Management Group Inc	Neuberger Berman MLP & Energy Income Fund Inc	[2021-02-16]
Private Management Group Inc	Central Valley Community Bancorp	[2021-02-09]
Private Management Group Inc	Ardmore Shipping Corp	[2021-02-09]
Private Management Group Inc	Consolidated Communications Holdings Inc	[2020-02-07]
Private Management Group Inc	Cincinnati Bell Inc	[2020-02-07]
Financial & Investment Management Group Ltd	Alps ETF Trust	[2019-03-15]
Financial & Investment Management Group Ltd	Franklin Universal Trust	[2019-02-11]
Financial & Investment Management Group Ltd	ETF Series Solutions	[2019-02-11]
Private Management Group Inc	Ardagh Group Sa	[2019-02-08]
View All

Form 3/4/5 Subject	2011 - 2023
Portman Welbeck Ltd
Lightning eMotors, Inc.
International Co Management Ltd
Rosella Holdings Ltd
Financial Investments Corp
Concentric Equity Partners II, L.P. - Liberty Series
Liberty Energy Inc.
Cep-Fic GP LP

Comparable Firms	State	AUM ($BB)
Dearborn Partners LLC ✚	IL	3.6
Callan Family Office LLC ✚	PA	3.5
American Capital Management Inc ✚	NY	3.5
Brick Capital Management Inc ✚	MI	3.5
Cambiar Investors LLC ✚	CO	3.5
Western International Securities Inc ✚	CA	3.5
Carnegie Capital Asset Management LLC ✚	OH	3.5
Beacon Investment Advisory Services Inc ✚	NJ	3.5
Simplicity Solutions LLC ✚	MN	3.5
Karpus Management Inc ✚	NY	3.5

Assets, Funds, Holdings