Key facts
- Notable investors include LPL Financial Holdings, Merchant Investment Management.
- Status: Privately Held (backing).
- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for Private Advisor Group
- ·The full record, as it builds
Funding rounds
No funding rounds for Private Advisor Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Private Advisor Group
Provider of financial advisory services intended to assist advisors in realizing their long-term goals. The company's range of services includes comprehensive customer service, in-depth risk management, and forward-thinking solutions to the advisors, helping to create a network of leading financial advisory practices that deliver exceptional financial services to their clients.
- Sector
- Business Products and Services (B2B)
- HQ
- Morristown, NJ, United States
- Employees
- 48
- Website
- privateadvisorgroup.com/
- Ownership
- Privately Held (backing)
Private Advisor Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Private Advisor Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Private Advisor Group in its N-PORT filings yet. We sweep new filings monthly.