CRD: 104707
Private Management Group INC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus quantum
- Established Date
- 09-26-1986
- Office Locations
- 8
Office Locations
About Private Management Group INC
Private Management Group Inc is an Irvine, CA RIA serving retail and institutional clients with value-oriented portfolio management built on research-driven capital allocation. The firm offers asset allocation and portfolio construction alongside financial planning, insurance, and business-succession support, with portfolios heavily implemented via ETFs and complemented by fixed income. Custodies primarily at Charles Schwab and supports Envestnet/Tamarac workflows.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DENNIS ALLEN REILAND
Co-President, President
- CRD
- #1238400
- Ownership
- 50% but less than 75%
ROBERT TODD SUMMERS
Co-President, President
- CRD
- #1451618
- Ownership
- 25% but less than 50%
Crest radial
Meridian signal harbor
- CRD
- #26503
- Ownership
- 31.5%
Showing 2 of 5 owners & executives
Unlock allContacts
MARCUS DAVID CHIN
Chief Financial Officer
- CRD
- #6452907
Cody Ray Dunn
Senior Associate
- CRD
- #7704089
Delta peak
Summit meridian
- CRD
- #93551
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,903,675,907 | $687,560 |
| Non-Discretionary | $0 | -- |
| Total | $4,903,675,907 | $687,560 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,903,675,907
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $792,191,190 | 9.5% |
| Corporate - Investment Grade | $1,842,886,873 | 22.1% |
| Corporate - Non-Investment Grade | $1,292,522,467 | 15.5% |
| U.S. Government/Agency | $667,108,370 | 8.0% |
| Public Funds | $1,967,969,692 | 23.6% |
| Cash | $1,776,176,035 | 21.3% |
| Total | $8,338,854,627 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT GLACIER VITAL | VALUE BRIDGE | UHE5N68KJ | SWJ | 10.22% | $105,690,720 |
| FOCUS NORTH | RADIAL RIDGE | T7B7AWNQQ | SFT | 2.61% | $98,980,738 |
| SIGNAL MOMENTUM VERTEX | MERIDIAN MERIDIAN | LCJ2VKUHI | CQN | 5.18% | $69,403,732 |
| BRIDGE PATHWAY | RADIAL UNISON | MISSNV5EI | EWEB | 6.81% | $118,186,599 |
| VALUE ELEMENT | HARBOR CREST | ZCMRANTY1 | ECPL | 6.45% | $77,914,976 |
| VITAL FOCUS | HORIZON FUSION | CMJDDIZOB | LHWV | 1.68% | $49,976,715 |
| BRIDGE ELEMENT | UNISON OAK | AZ721ZFKV | TDBF | 8.55% | $23,711,139 |
| MERIDIAN EMBER | VITAL MATRIX | DLLQKJ6WT | VFF | 11.86% | $45,840,058 |