Private Advisor Group

Private Advisor Group, LLC is an employee-owned investment management firm based in Morristown, New Jersey, with multiple offices across the United States. Founded in 2010, the company primarily serves individuals, including high net worth clients, as well as institutions such as banks, charitable organizations, pension plans, and government entities. Private Advisor Group focuses on managing client-centered equity and fixed income portfolios, utilizing a combination of fundamental and technical analysis to invest in growth and value stocks. The firm places a strong emphasis on providing comprehensive customer service and in-depth risk management solutions, aiming to support financial advisors in achieving their long-term goals. Through its commitment to independence and effective collaboration, Private Advisor Group strives to foster a network of leading financial advisory practices that deliver exceptional services to clients.

Jim Perhacs

COO and Managing Director

Frank Smith

CEO and Managing Director

4 past transactions

Investors Financial Group

Acquisition in 2022
Investors Financial Group is a full-service financial firm that offers investment advice and wealth management services to private individuals, families, and institutional investors. The firm specializes in institutional consulting and advisory services, financial planning, investment management, and defined contribution plan consulting. By focusing on these areas, Investors Financial Group aims to assist clients in creating, managing, and preserving their wealth effectively.

Coresite

Post in 2018
CoreSite Realty Corporation specializes in the ownership, development, and operation of data centers across key markets in the United States, including Los Angeles, the San Francisco Bay Area, Northern Virginia, Chicago, and New York City. The company provides secure and reliable data center solutions that facilitate cloud access and interconnection services. Its diverse customer base includes enterprises, communications service providers, media and content companies, government agencies, and educational institutions. CoreSite's offerings, which include cloud networking, interconnect gateways, and customizable hybrid IT infrastructure, enable customers to optimize their performance-sensitive data and applications. With a dedicated workforce, CoreSite emphasizes delivering high-quality services and fostering long-term relationships with its clients.

Kite Realty Group Trust

Post in 2018
Kite Realty Group Trust is a real estate investment trust that specializes in the ownership, operation, acquisition, development, and redevelopment of high-quality neighborhood and community shopping centers, as well as mixed-use assets in select growth markets across the United States. The company manages a diverse portfolio that includes operating retail properties, properties under development, and land for future development. Its primary revenue comes from contractual rents and reimbursement payments from tenants. Kite Realty aims to maximize the cash flow from its existing properties while focusing on completing construction projects and identifying new growth opportunities through strategic developments and acquisitions. The company leverages a robust network of relationships established over four decades to source potential investments, primarily in the shopping center sector, while selectively exploring commercial development opportunities aligned with its operational markets.

AvalonBay Communities

Post in 2018
AvalonBay Communities is a real estate company that specializes in the ownership, development, and management of apartment communities. The company operates a portfolio of 281 properties, comprising more than 87,000 residential units, and is actively developing 18 additional projects that will add over 6,200 units. AvalonBay focuses on acquiring and managing large, high-quality properties situated in major metropolitan areas, particularly in New England, New York/New Jersey, Washington D.C., California, and the Pacific Northwest. Through its commitment to property management, redevelopment, and customer service, AvalonBay aims to enhance the living experience for its residents.
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