PRIVATE ASSET MANAGEMENT INC
CRD #106598 SEC #801-42832 SAN DIEGO, CA 858-750-4200
SEC Registered
Total AUM
$751.3M
Discretionary
$751.3M
Employees
19
Clients
11
Accounts
1,255
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 17, 2023
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALLENSKY, TAMARA | I | TRUSTEE | NA | Control |
| BALLENSKY, TAMARA, ASHLEY | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BERLIN, MICHAEL, DAVID | I | VP/GENERAL COUNSEL | NA | Control |
| BERLIN, MICHAEL, DAVID | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| BLASE, ERIC, WAYNE | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| COHEN, SUZANNE, ELISABETH | I | TRUSTEE | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ELSBERRY, JONATHAN, MARCUS | I | TRUSTEE/PRESIDENT/CEO | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | TRUSTEE | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | TRUSTEE | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | TRUSTEE | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | TRUSTEE | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | TRUSTEE | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | TRUSTEE | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | TRUSTEE | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | TRUSTEE | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | TRUSTEE | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ESTRIN, EDWARD, ZOLMAN | I | TRUSTEE | NA | Control |
| MAHFOUD, CYRILLE, PIERRE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAHFOUD, CYRILLE, PIERRE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAHFOUD, CYRILLE, PIERRE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAHFOUD, CYRILLE, PIERRE | I | CHIEF COMPLIANCE OFFICER | NA | |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | NA | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | NA | Control |
| WITT, JEFFREY, SCOTT | I | TRUSTEE | NA | Control |
| WITT, JEFFREY, SCOTT | I | TRUSTEE | NA | Control |
| WITT, JEFFREY, SCOTT | I | TRUSTEE | NA | Control |
| WITT, JEFFREY, SCOTT | I | TRUSTEE (7/2020) / PRESIDENT/CEO (10/2021) | NA | Control |
| WITT, JEFFREY, SCOTT | I | TRUSTEE | NA | Control |
| WITT, JEFFREY, SCOTT | I | TRUSTEE (7/2020) / PRESIDENT/CEO (10/2021) | NA | Control |
| WITT, JEFFREY, SCOTT | I | TRUSTEE (7/2020) / PRESIDENT/CEO (10/2021) | NA | Control |
| WITT, JEFFREY, SCOTT | I | TRUSTEE (7/2020) / PRESIDENT/CEO (10/2021) | NA | Control |
| WITT, JEFFREY, SCOTT | I | TRUSTEE (7/2020) / PRESIDENT/CEO (10/2021) | NA | Control |
| WITT, JEFFREY, SCOTT | I | TRUSTEE (7/2020) / PRESIDENT/CEO (10/2021) | NA | Control |
| mahfoud, cyrille | I | CHIEF COMPLIANCE OFFICER | NA | |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT/DIRECTOR | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT/DIRECTOR | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT/DIRECTOR | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT/DIRECTOR | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT/DIRECTOR | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT/DIRECTOR | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT/DIRECTOR | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT/DIRECTOR | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT/DIRECTOR | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT/DIRECTOR | E | Control |
| COHEN, STEPHEN, JOSEPH | I | PRESIDENT/DIRECTOR | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
| THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST | DE | SHAREHOLDER | E | Control |
Registrations
Federal
IA
Aug 17, 2023 REGISTERED
Notice Filings (23)
AZ CA CO CT FL HI ID IL KS LA MD MT NC NM NV NY OR RI TX UT VA WA WI
Address
5348 CARROLL CANYON ROADSUITE 200
SAN DIEGO, CA 92121-1733
United States
Phone: 858-750-4200