Private Equity Investments, Inc. is an adviser based in Newport Beach. It manages $11.11 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2003.
Private Equity Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Private Equity Investments, Inc. is $11.11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Private Equity Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Leonard Langsam has been acting as President since 1 Oct 2002. Bruce Edwin Graham joined the executive team most recently as the Investment Officer.
The principal office where Private Equity Investments, Inc. performs its advisory services is located at 3419 Via Lido, Newport Beach, CA 92663, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-825-9990 or by fax 949-209-1970. The normal business hours are 8:00am to 5:00pm on Monday - Friday.