Docoh
Loading...

Private Management

Private Management is an investment advisor in Irvine with $2.93B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-28023
FINRA CRD number
104707
AUM ?
$2.93B (as of 22 Apr 21)
Accounts
5,711 (as of 22 Apr 21)
Employees
16 (16 investment advisory or research)
Address
Private Management
15635 ALTON PARKWAY
SUITE 400
IRVINE
CA 92618
Phone
9497527500

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 140 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$75.75M 272.55K 272.55K 0
$58.18M 1.7M 1.7M 0
$51.11M 654.56K 654.56K 0
$50.31M 323.42K 323.42K 0
$49.92M 1M 1M 0
$47.23M 2.28M 2.28M 0
$45.37M 373.65K 373.65K 0
$45.14M 2.3M 2.3M 0
$43.13M 948.2K 948.2K 0
$40.3M 832.41K 832.41K 0
$39.87M 1.76M 1.76M 0
$39.55M 574.3K 574.3K 0
$39.3M 5.87M 5.87M 0
$39.12M 2.4M 2.4M 0
$38.5M 260.36K 260.36K 0
$38.02M 503.64K 503.64K 0
$37.95M 634.14K 634.14K 0
$37.91M 712.34K 712.34K 0
$37.82M 741.89K 741.89K 0
$35.76M 1.46M 1.46M 0
$34.04M 3.87M 3.87M 0
$33.12M 19.55K 19.55K 0
$32.93M 1.22M 1.22M 0
$32.9M 49.32K 49.32K 0
$32.53M 895.8K 895.8K 0
$32.19M 1.1M 1.1M 0
$31.52M 1.52M 1.52M 0
$31.15M 813.16K 813.16K 0
$30.94M 552.18K 552.18K 0
$30.01M 387.66K 387.66K 0
$28.9M 76.14K 76.14K 0
$28.71M 399.87K 399.87K 0
$28.48M 818.32K 818.32K 0
$28.25M 925.4K 925.4K 0
$26.26M 512.63K 512.63K 0
$26.22M 459.84K 459.84K 0
$25.8M 472.1K 472.1K 0
$25.29M 1.31M 1.31M 0
$24.67M 733.86K 733.86K 0
$24.43M 107.74K 107.74K 0
$24.41M 298.51K 298.51K 0
$24.17M 798.87K 798.87K 0
$23.83M 233.14K 233.14K 0
$23.78M 354.97K 354.97K 0
$23.56M 143.04K 143.04K 0
$23.35M 385.56K 385.56K 0
$23.29M 1.71M 1.71M 0
$23.19M 509.11K 509.11K 0
$22.35M 695.45K 695.45K 0
$22.24M 476.53K 476.53K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings