Private Management Group Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Private Management Group Inc
CRD #104707
SEC #801-28023
CIK #0001632554, 0002143070
AUM 4,903.7 M (2026-04-24)
Employees 21 (100% Investors, 0% Brokers)
Fees
Minimum
Phone949-752-7500
Address15635 Alton Parkway
Irvine, CA 92618
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
5.04.03.02.01.00.01999200820172027
Sector Form 13F Holdings Value ($B)
Apple Inc 0.0
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($B)
5.04.03.02.01.00.02011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 2,410 0.6
(b) Individuals (high net worth individuals) 974 3.9
(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 125 0.2
(h) Charitable organizations 47 0.1
(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 38 0.1
(n) Other 0 0.0
Total 7,132 4.9
By Discretionary
Discretionary 7,132 4.9
Non-Discretionary 0 0.0
Total 7,132 4.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.9
Total 7,132 4.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001632554]
13F-HR [0002143070]
Firm Profile (Form ADV)
Discretionary AUM$2.2B
ServesInstitutional, Retail
Comparable Firms State AUM
Advance Capital Management Inc
MI 4,980.8 M
Slavic Mutual Funds Management Corp
FL 4,974.5 M
Destination Wealth Management
CA 4,948.3 M
Texas Yale Capital Corp
FL 4,924.9 M
Madison Asset Management LLC
WI 4,862.5 M
Heritage Wealth Advisors LLC
VA 4,858.5 M
Chicago Capital LLC
IL 4,823.3 M
Cardinal Point Capital Management ULC
4,808.3 M
Sowell Financial Services LLC
AR 4,808.2 M
Cidel Asset Management Inc
4,802.3 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com