The Private Investment Group Inc

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The Private Investment Group Inc
CRD #128876
SEC #801-62497
CIK #0001633071, 0001051042, 0001728896, 0001704609, 0001860140, 0001142031, 0001428242, 0000789307, 0001632554, 0002062515
AUM $157.1 M (2025-03-19)
Employees 4 (50% Investors, 0% Brokers)
Phone937-434-0500
Address800 East Franklin Street
Centerville, OH 45459
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
180144108723602001200920172026
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)
4.03.22.41.60.80.02012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 124 39.1
(b) Individuals (high net worth individuals) 40 118.0
(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 454 157.1
By Discretionary
Discretionary 438 156.1
Non-Discretionary 16 1.0
Total 454 157.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 157.1
Total 454 157.1
EDGAR Form CIK 2011 - 2025
13F-HR [0000789307]
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]
D [0002062515]
Form 13D/13G Filer Form 13D/13G Subject Filed
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Private Management Group Inc Franklin Street Properties Corp /MA/ [2024-02-02]
Private Management Group Inc Orion Office REIT Inc [2024-02-02]
Private Management Group Inc Invesco High Income 2024 Target Term Fund [2024-02-02]
Private Management Group Inc Veritone Inc [2024-02-02]
International Co Management Ltd Lightning Emotors Inc [2023-07-21]
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]
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Form 3/4/5 Subject 2011 - 2025
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Liberty Energy Inc.
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