# Private Management Group Inc

> Private Management Group Inc is an SEC-registered investment advisory firm in Irvine, CA, registered since 1986, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 104707
- Filed as: PRIVATE MANAGEMENT GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104707
- AdvisorCensus page: https://advisorcensus.com/firm/private-management-group-inc-irvine-ca-104707

## Quick answers

**How is Private Management Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Private Management Group Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Private Management Group Inc located?**
Private Management Group Inc's principal office is in Irvine, CA, according to its Form ADV.

**Is Private Management Group Inc registered with the SEC or a state?**
Private Management Group Inc is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 104707.

**How much does Private Management Group Inc manage?**
Private Management Group Inc reports $4,903,675,907 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**How have Private Management Group Inc's assets and staff changed since 2021?**
In the Form ADV data for Private Management Group Inc: Regulatory assets under management: $2,928,196,984 in the October 2021 data and $4,903,675,907 in the October 2026 data, up 67%. Total employees: 16 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Private Management Group Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,410); high net worth individuals (974); pension and profit sharing plans (but not the plan participants or government pension plans) (125).

**Which custodians does Private Management Group Inc use?**
Private Management Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Private Management Group Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104707

**What changed in Private Management Group Inc's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in MT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,903,675,907
- Discretionary: $4,903,675,907
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,410 | $625,261,585 |
| High net worth individuals | 974 | $3,921,127,401 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 125 | $215,748,331 |
| Charitable organizations | 47 | $56,232,229 |
| Corporations or other businesses not listed above | 38 | $85,306,361 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1986 (40 years)
- Employees: 21 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CT, FL, GA, HI, IA, ID, IL, LA, MA, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- privatemanagementgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,928,196,984 | 16 | April 22, 2021 |
| October 2022 | $3,705,197,808 | 16 | June 17, 2022 |
| October 2023 | $3,510,342,406 | 15 | May 4, 2023 |
| October 2024 | $4,167,304,710 | 18 | July 26, 2024 |
| October 2025 | $4,515,879,208 | 20 | March 20, 2025 |
| October 2026 | $4,903,675,907 | 21 | July 31, 2026 |

Regulatory assets under management: $2,928,196,984 in the October 2021 data and $4,903,675,907 in the October 2026 data, up 67%.
Total employees: 16 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in MT.

### May 2026
- Registered or notice-filed in AL.

### April 2026
- Employees performing advisory functions went from 20 to 21.

### February 2026
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Private Management Group Inc (CRD 104707): Form ADV filing data as of October 2026.