Private Management is an investment advisor in Irvine with $3.51 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-28023
FINRA CRD number
104707
AUM ?
$3.51 bn
(as of 4 May 23)
Accounts
6,222
(as of 4 May 23)
Employees
15
(15 investment advisory or research)
Address
Private Management
15635 ALTON PARKWAY
SUITE 400
IRVINE
CA 92618
15635 ALTON PARKWAY
SUITE 400
IRVINE
CA 92618
Office hours
M-F (SEE SCHEDULE D-MISCELLANEOUS), VARIES, BUT GENERALLY 9 AM TO 3 PM
Phone
9497527500
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Luciano, John, Michael | Chief Compliance Officer | 08/2004 | < 5% |
Luciano, John, Michael | Chief Financial Officer | 05/2021 | < 5% |
Summers, Robert, Todd | Co-president | 05/2021 | 25-50% |
Reiland, Dennis, Allen | Co-president | 05/2021 | 50-75% |
Chin, Jonathan, Aaron | Owner | 01/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
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