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| Private Management Group Inc
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|
|---|---|
| CRD # | 104707 |
| SEC # | 801-28023 |
| CIK # | 0001860140, 0001728896, 0001051042, 0001632554, 0001704609, 0001633071, 0000789307, 0002062515, 0001907494, 0001428242 |
| AUM | $4.5 B (2025-03-20) |
| Employees | 20 (100% Investors, 0% Brokers) |
| Phone | 949-752-7500 |
| Address | 15635 Alton Parkway Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Lowes Companies Inc | 0.0 | |
| SPDR Gold Trust | 0.0 | |
| Microsoft Corp | 0.0 | |
| Amazon Com Inc | 0.0 | |
| CrowdStrike Holdings Inc | 0.0 | |
| iShares Comex Gold Trust | 0.0 | |
| Nvidia Corp | 0.0 | |
| Facebook Inc | 0.0 | |
| Cintas Corp | 0.0 | |
| SEI Investments Co | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,327 | 0.6 |
| (b) Individuals (high net worth individuals) | 920 | 3.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 132 | 0.2 |
| (h) Charitable organizations | 42 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 40 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,784 | 4.5 |
| By Discretionary | ||
| Discretionary | 6,784 | 4.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,784 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 6,784 | 4.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000789307] | |
| 13F-HR | [0001051042] | |
| SC 13G | [0001051042] | |
| 13F-HR | [0001428242] | |
| 13F-HR | [0001632554] | |
| 13F-NT | [0001633071] | |
| D | [0001704609] | |
| 3 | [0001728896] | |
| 3 | [0001860140] | |
| 4 | [0001860140] | |
| SC 13G | [0001860140] | |
| SC 13G | [0001907494] | |
| D | [0002062515] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heritage Wealth Advisors LLC
✚
|
VA | 4.6 |
|
BC Advisors LLC
✚
|
NJ | 4.6 |
|
RNC Capital Management LLC
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CA | 4.5 |
|
TCI Wealth Advisors Inc
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|
AZ | 4.5 |
|
Clearwater Advisors LLC
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|
ID | 4.5 |
|
Waldron Private Wealth LLC
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|
PA | 4.5 |
|
Advance Capital Management Inc
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|
MI | 4.5 |
|
Slavic Mutual Funds Management Corp
✚
|
FL | 4.5 |
|
Chicago Capital LLC
✚
|
IL | 4.5 |
|
Gentrust LLC
✚
|
FL | 4.5 |