1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PRIVATE MANAGEMENT GROUP INC

Map pinIRVINE, CA
Phone949-752-7500
NotebookSEC #801-28023
Total AUM
$4.9B
Employees
21
Clients
3,594

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15635 ALTON PARKWAY
SUITE 400
IRVINE
CA 92618
United States
Operating Hours
VARIES, BUT GENERALLY 9 AM TO 3 PM
M-F (SEE SCHEDULE D-MISCELLANEOUS)
Phone
949-752-7500
Other Offices
1

ReceiptFinancials

Total AUM
$4.9B
Accounts
7,132
Discretionary
$4.9B
Accounts
7,132
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
2,410
AUM
$625.3M
HNW Individual Clients
974
AUM
$3.9B
Pension/Profit Sharing Plan Clients
125
AUM
$215.7M
Charitable Organization Clients
47
AUM
$56.2M
Corporation or Business Clients
38
AUM
$85.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACTFLGAHIIAIDILLAMAMIMNNCNENHNJNMNVNYOHORPASCTNTXUTVAWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account