PRIVATE MANAGEMENT GROUP INC

CRD

104707

SEC file #

801-28023

EIN

000000000

DBA names

—

Economics

AUM

$4.90B

AUM band

$1B+

AUM trajectory

'20 · $2.59B

'21 · $3.08B

'22 · $2.93B

'23 · $3.71B

'25 · $4.52B

'26 · $4.90B

'20'26

$2.59B → $4.90B▲ +90%

sec adv history

Client mix

Individuals Other	2,410
Individuals High Net Worth	974
Pension Profit Sharing Plans	125
Charitable Organizations	47
Corporations	38

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 16 advisors

'21 · 15 advisors

'22 · 16 advisors

'23 · 16 advisors

'25 · 20 advisors

'26 · 21 advisors

'20'26

16 advisors → 21 advisors▲ +31%

sec adv history

Primary office

IRVINE CA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

04/24/2026

privatemanagementgroup.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

REILAND, DENNIS, ALLEN

Top Owner Pct

62.5

Owner Count

Control Persons

REILAND, DENNIS, ALLEN

SUMMERS, ROBERT, TODD

Solo Advisor Indicator

Succession Risk Solo Owner

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

PRIVATEMANAGEMENTGROUP.COM

Rdap Domain Creation Date

2003-05-21T19:30:10Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

63,678

Form 5500 Compensation Trajectory 3y

2025

63,678

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

63,678

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001142031

Edgar Registered

Yes

Edgar Filing Count

334

Edgar First Filing Date

2000-02-08

Edgar Last Filing Date

2026-05-11

Edgar 13f Count

122

Edgar 13f Latest AUM Estimate

Filing Date2026-05-08

Accession0001142031-26-000010

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

15635 ALTON PARKWAYSUITE 400IRVINE, CA 92618

Business

15635 ALTON PARKWAYSUITE 400IRVINE, CA 92618

Edgar EIN

000000000

Edgar Recent Filings

SCHEDULE 13G2026-05-11 · 0001142031-26-000012

13F-HR2026-05-08 · 0001142031-26-000010

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-12-31T11:59:59Z

Rdap Domain Last Changed

2022-09-11T06:58:23Z

Rdap Nameservers

Ns1.wix.comNs2.wix.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

1238400

Trust Company Affiliate