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⚲
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| The Private Investment Group Inc
✚
| |
|---|---|
| CRD # | 128876 |
| SEC # | 801-62497 |
| CIK # | 0001633071, 0001907494, 0001428242, 0001728896, 0000789307, 0001704609, 0001860140, 0001632554, 0001142031, 0001051042 |
| AUM | $147.8 MM (2024-02-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 937-434-0500 |
| Address | 800 East Franklin Street Centerville, OH 45459 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 36.5 |
| (b) Individuals (high net worth individuals) | 33 | 111.2 |
| (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 | 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 | 438 | 147.8 |
| By Discretionary | ||
| Discretionary | 424 | 147.2 |
| Non-Discretionary | 14 | 0.6 |
| Total | 438 | 147.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.8 | |
| Total | 438 | 147.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001051042] | |
| SC 13G | [0001051042] | |
| 13F-HR | [0001142031] | |
| SC 13G | [0001142031] | |
| 13F-HR | [0001428242] | |
| 13F-HR | [0001632554] | |
| 13F-NT | [0001633071] | |
| D | [0001704609] | |
| 3 | [0001728896] | |
| 3 | [0001860140] | |
| 4 | [0001860140] | |
| SC 13G | [0001860140] | |
| SC 13G | [0001907494] |
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|---|---|---|
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Sky-Mountain Capital Management Inc
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ID | 0.1 |
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CA | 0.1 |
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FL | 0.1 |
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CO | 0.1 |
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GA | 0.1 |
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NY | 0.1 |
|
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UT | 0.1 |
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PA | 0.1 |
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Seed Wealth Management Inc
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IL | 0.1 |
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Finaport Asset Management AG
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0.1 |