Private Management Group provides portfolio management for individuals and small businesses and portfolio management for institutions.
Private Management Group reports 3,594 clients. They include 2,410 individual clients, 974 high-net-worth individuals, and 125 pension and profit-sharing plans. Of its assets, 100.0% ($4.9B across 7,132 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 13% |
| High-net-worth individuals | 27% | 80% |
| Pension and profit-sharing plans | 3% | 4% |
| Charitable organizations | 1% | 1% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,410 | $625M | 12.8% | $259K |
| High-net-worth individuals | 974 | $3.92B | 80.0% | $4.03M |
| Pension and profit-sharing plans | 125 | $216M | 4.4% | $1.73M |
| Charitable organizations | 47 | $56.2M | 1.1% | $1.2M |
| Corporations and other businesses | 38 | $85.3M | 1.7% | $2.24M |
| Total | 3,594 | $4.9B | 100% | $1.36M |
- Clients
- 2,410
- Regulatory AUM
- $625M
- AUM share
- 12.8%
- Avg. per client
- $259K
- Clients
- 974
- Regulatory AUM
- $3.92B
- AUM share
- 80.0%
- Avg. per client
- $4.03M
- Clients
- 125
- Regulatory AUM
- $216M
- AUM share
- 4.4%
- Avg. per client
- $1.73M
- Clients
- 47
- Regulatory AUM
- $56.2M
- AUM share
- 1.1%
- Avg. per client
- $1.2M
- Clients
- 38
- Regulatory AUM
- $85.3M
- AUM share
- 1.7%
- Avg. per client
- $2.24M
Total
- Clients
- 3,594
- Regulatory AUM
- $4.9B
- AUM share
- 100%
- Avg. per client
- $1.36M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Private Management Group charges 0.60%–1.60% a year for its Standard advisory fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$100K | 1.60% |
| $100K–$1M | 1.40% |
| $1M–$2M | 1.00% |
| $2M–$10M | 0.80% |
| $10M and above | 0.60% |
Fee details and sources
Dennis Reiland owns 50% to 75% of Private Management Group. The leadership team of Private Management Group includes President Dennis Reiland, Chief Financial Officer John Luciano and Chief Compliance Officer Diane De La Cruz. It has 21 employees.
Leadership
- Dennis ReilandCo-President
- Robert SummersCo-President
- John LucianoChief Financial Officer
- Diane De La CruzChief Compliance Officer
- Jonathan ChinOwner
Investment adviser representatives
29 representatives listed in the SEC register as of 9 October 2026.
- Austin Nikolai Castillo
- Jonathan Aaron Chin
- Marcus David Chin
- Diane Sing de la Cruz
- Cody Ray Dunn
- Evan Echelberger
- Jon Jay Fenster
- Matthew Hudson Franzen
- Matthew Reed Frazier
- Matthew Delbe Hudack
- Sean Michael Johnson
- Gregory Melvin Lopez
- John Michael Luciano
- Luis Alberto Martinez
- Kristin Marie McCoy
- Kendall L Nolan
- Stephen Lawrence Parker
- Jeffrey Lewis Payne
- Layne Torii Peterson
- James Lawrence Plotkin
- Dennis Allen Reiland
- Emily Marie Reiland
- Kristopher Cameron Reiland
- Kyle Martin Schulz
- Sean Christopher Seibert
- Edward Drew Stile
- Robert Todd Summers
- Sean Anthony Summers
- Horace Dixon Trueblood JR
Staff
- 21 employees
- 21 in advisory functions
- 21 state-registered reps
- 10 soliciting firms
- Owns 50% to 75% of Private Management Group Inc
Dennis Reiland
Control person · since May 2021
- Owns 25% to 50% of Private Management Group Inc
Robert Summers
Control person · since May 2021
Private Management Group’s regulatory assets grew 1.7× from $2.93B (April 2021) to $4.9B (July 2026); clients rose from 2,982 to 3,594 and employees from 16 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $4.9B | 3,594 | 21 | 2 |
| March 2025 | $4.52B | 3,461 | 20 | 2 |
| July 2024 | $4.17B | 3,310 | 18 | 1 |
| May 2023 | $3.51B | 3,251 | 15 | 1 |
| June 2022 | $3.71B | 3,115 | 16 | 1 |
| April 2021 | $2.93B | 2,982 | 16 | 1 |
Besides its headquarters, Private Management Group has 1 office (1 private residence, listed without an address), with 1 listed address in California.
California · 1 listed address
- 15635 Alton Parkway, Suite 400, IrvineHQ
Contact and registration details
- Legal name
- Private Management Group Inc
- Headquarters
- 15635 Alton Parkway, Suite 400, Irvine, CA 92618
- Website
- privatemanagementgroup.com
- Phone
- 949-752-7500
- SEC file
- 801-28023
- Structure
- California corporation
- Fiscal year end
- December
Private Management Group uses Charles Schwab ($4.9B) as custodian for its separately managed accounts. Private Management Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $4.9B100%
At year end, Private Management Group’s separately managed accounts were mostly in stocks (72%) and bonds (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.8B across 320 positions; the largest are Berkshire Hathaway Inc. Del (2.0%), Americold Realty Trust Inc. (1.9%) and Siriuspoint Ltd (1.9%).
What the accounts hold
- Stocks72%
- Funds2%
- Bonds25%
- Investment grade corporate bonds12%
- High-yield corporate bonds9%
- U.S. government and agency bonds4%
- Cash1%
Reported 13F holdings
- $3.8B
- Reported 13F value
- 320
- Positions
- 15.3%
- In the 10 largest
- +9.3%
- Value vs. prior quarter
- Berkshire Hathaway Inc. Del · CL B New2.0%
- Americold Realty Trust Inc.1.9%
- Siriuspoint Ltd1.9%
- State Str Corp.1.5%
- Valero Energy Corp.1.4%
- Vornado Rlty TR · SH Ben Int1.4%
- Organon & CO1.3%
- Keurig DR Pepper Inc.1.3%
- Goldman Sachs Bdc Inc.1.3%
- Prospect Cap Corp.1.2%
Together, the ten largest are 15.3% of reported value.
How many clients does Private Management Group have?
Private Management Group has 3,594 clients and manages $4.9 billion for them, as of July 2026. They include 2,410 individual clients, 974 high-net-worth individuals, and 125 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 July 2026
What services does Private Management Group offer?
Private Management Group provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Private Management Group charge?
Private Management Group charges 0.60%–1.60% a year for its Standard advisory fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Private Management Group use?
Private Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $4.9B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 July 2026
How many financial advisors does Private Management Group have?
Private Management Group has 21 investment adviser representatives registered with state securities authorities, out of 21 employees, and 21 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Private Management Group invest in?
At the end of its last fiscal year, Private Management Group’s separately managed accounts held 72% exchange-traded equities, 12% investment grade corporate bonds, 9% high-yield corporate bonds, 4% U.S. government and agency bonds, 2% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Private Management Group?
Private Management Group’s direct owners are Robert Summers (25% to 50%) and Dennis Reiland (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 July 2026
How does Private Management Group get paid?
Private Management Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Private Management Group registered with the SEC?
Yes, Private Management Group has been registered with the SEC as an investment adviser since 26 September 1986. Its CRD number is 104707 and its SEC file number is 801-28023.
Source: Form ADV Part 1A, Item 1, filed 31 July 2026; IAPD firm record
How do I contact Private Management Group?
Private Management Group’s main office is at 15635 Alton Parkway, Suite 400, Irvine, CA 92618. Its phone number is 949-752-7500. Its website is privatemanagementgroup.com.