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PRIVATE MANAGEMENT GROUP INC
CRD 104707 · SEC 801-28023
15635 ALTON PARKWAY, SUITE 400, IRVINE, CA, 92618, United States
Phone
949-752-7500
Fax
949-752-2299
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.90B
Discretionary AUM
$4.90B
Team
21 total employees; 21 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2410 | $625.3M |
| High net worth individuals | 974 | $3.92B |
| Pension/profit sharing plans | 125 | $215.7M |
| Charitable organizations | 47 | $56.2M |
| Corporations/business entities | 38 | $85.3M |
States served
AL, AZ, CA, GA, ID, IL, IA, LA, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD