Private Equity Investments, Inc. (Newport Beach)

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.

Private Equity Investments: assets under management

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 firm manages $11.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $222.11 thousand each.

Fees & Commissions

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.

Careers at Private Equity Investments, Inc.

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.

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
Bruce Arthur Feurig	Investment officer	1 Sep 2003	Other	1064718
Bruce Edwin Graham	Investment officer	1 Feb 2007	Other	2563258

Based in Newport Beach

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.