Updated:
The Private Investment Group
The Private Investment Group is an SEC-registered investment adviser in KetterING, OH, registered since 2003. It manages $179 million in regulatory assets...
The Private Investment Group
The Private Investment Group is an SEC-registered investment adviser in KetterING, OH, registered since 2003. It manages $179 million in regulatory assets under management on a discretionary basis. The firm has 4 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
2003
Location
Region
Middle East
Country
United States
City
Kettering
Corporate office
Centerville, OH, United States
Additional offices
Palm Springs, CA, United States
Frequently asked questions
Is The Private Investment Group a single family office or an investment advisory firm?
The Private Investment Group operates as an independent investment advisory firm, not a single family office. Its public materials describe services for a range of individual clients rather than managing capital for one family. The firm emphasizes personalized financial planning and investment strategies.
Does The Private Investment Group offer proprietary investment funds?
There is no public indication that the firm offers proprietary or in-house investment funds. Its website positions the firm as an advisor that creates strategies tailored to client needs, suggesting a focus on advisory services rather than manufacturing financial products.
Who makes investment decisions at The Private Investment Group?
The firm does not publicly name its investment committee or key decision-makers. Its website references a team of professionals with years of experience in financial services, but individual principals and their specific roles are not disclosed.
What types of clients does The Private Investment Group typically serve?
The firm's language primarily addresses individuals preparing for retirement, seeking to protect family wealth, or navigating major life transitions. There is no mention of institutional clients, endowments, or sovereign entities in its public materials.
Does The Private Investment Group participate in direct deals or fund commitments?
The firm does not disclose any participation in direct private investments, co-investments, or fund commitments. Its public-facing materials focus on broad financial planning and long-term trend identification rather than specific transaction types.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: