Private Equity Investment, Inc. (Corona Del Mar)

Private Equity Investment, Inc. is a large advisory firm based in Corona Del Mar. It manages $28.5 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, California, Florida, and 7 other states.

Private Equity Investment 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.

Private Equity Investment: assets under management

The assets under management (AUM) of Private Equity Investment, Inc. is $28.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.5 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Private Equity Investment, 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.

Careers at Private Equity Investment, Inc.

Robert Leonard Langsam has been acting as President since 1 Oct 2002. Todd Michael Jones joined the executive team most recently as the Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Leonard Langsam	President	1 Oct 2002	75% - 100%	1343031
Maxie Lee Robinson	Sr. vice-president	1 Oct 2002	Other	2243994
Todd Michael Jones	Investment officer	1 Feb 2003	Other	1173145

Based in Corona Del Mar

The principal office where Private Equity Investment, Inc. performs its advisory services is located at 2121 E. Pacific Coast Hwy,, Corona Del Mar, CA 92625, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.