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Private Management Group Inc
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Irvine, California
$3.1 billion AUM
1 office

Private Management Group Inc is based in Irvine, California and has $3.1 billion in assets under management.

Location
15635 Alton Parkway
Suite 400
Irvine, CA 92618
$3.1 billion
AUM
15
Employees
AUM Share
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$3,076,614,913
Assets under management
5,786 clients
Number of clients
Average investment size is $531,734
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 2,129 $529,742,144 17% $248,822
High net worth individuals 686 $2,270,725,508 74% $3,310,095
Pension and profit sharing plans 135 $206,828,596 7% $1,532,064
Charitable organizations 18 $12,160,156 0% $675,564
Other corporations or businesses 38 $57,158,509 2% $1,504,171
Employees Share
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15
Employees
15
Investment analysts
100% of total employees
AUM per employee Share
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$3,076,614,913
Assets under management
$205,107,661
AUM per employee
$205,107,661
AUM per investment analyst
About Share
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Compensation

Private Management Group Inc makes money through the following ways:

  • Percentage of AUM
Services offered

Private Management Group Inc provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 104,707
SEC number 801-28023
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date May 14, 2020

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