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| Private Wealth Group LLC
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| CRD # | 128560 |
| SEC # | 801-67745 |
| CIK # | 0002013988, 0002010748, 0001767474, 0001512780, 0002011342 |
| AUM | 274.0 M (2026-04-01) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 813-226-1900 |
| Address | 4902 Eisenhower Blvd Tampa, FL 33634 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 16.0 | ||
| Apple Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | PWG Prime LP | [2012-04-02] | 15.5 M | 37.7 M |
| Filed 2013-10-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 166 | 50.7 |
| (b) Individuals (high net worth individuals) | 62 | 203.2 |
| (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 | 1 | 18.3 |
| (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 | 5 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 600 | 274.0 |
| By Discretionary | ||
| Discretionary | 600 | 274.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 600 | 274.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 274.0 | |
| Total | 600 | 274.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ronan Guilfoyle | Director | 358 | 108 | |
| Roger Hanson | Director | 255 | 86 | |
| Stephen Segundo | Executive Officer | 3 | 2 | |
| Private Wealth Group LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] | |
| 13F-HR | [0002010748] | |
| 13F-HR | [0002011342] | |
| 13F-HR | [0002013988] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
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|
Demeter Tactical Investments Corp
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KY | 265.3 M |
|
Wallace Hart LLC
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KY | 264.0 M |