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.
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 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.
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.
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.
You can reach the main office by calling the phone number 949-270-2740 or by fax 949-270-2755. The normal business hours are 8:00am to 4:00pm on Monday - Friday.