← Directory
PRIVATE MANAGEMENT GROUP INC
CRD 104707File 801-28023
APPROVED
Retail clients
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.90B
Top 25% of cohort (national)
Discretionary AUM
$4.90B
Clients
3,594
7,132 accounts
Employees
21
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 26, 1986
- Principal office
- 15635 ALTON PARKWAY, SUITE 400, IRVINE, CA, 92618
- Phone
- 949-752-7500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.90B
- Discretionary AUM
- $4.90B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7,132
- Non-discretionary accounts
- 0
- Total accounts
- 7,132
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 38 | $85.3M |
| Charitable organizations | 47 | $56.2M |
| High net worth individuals | 974 | $3.92B |
| Pension and profit sharing plans | 125 | $215.7M |
| Individuals (other than high net worth individuals) | 2,410 | $625.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.